See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $510 | $100,970-99.5% | $96,576-99.5% | $137,256-99.6% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 13.37% | 38.16%-24.8pp | 38.47%-25.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $215 | $3,809-94.4% | $3,553-93.9% | $4,156-94.8% |
| Participant deferral / active EE | $248 | $8,286-97.0% | $7,956-96.9% | $6,407-96.1% |
| Admin fee / account holder | $1,492 | $11,312-86.8% | $11,381-86.9% | $12,270-87.8% |