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 | $777 | $102,245-99.2% | $89,340-99.1% | $137,256-99.4% |
| Participation rate | 87.5% | 74.9%+12.6pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 18.33% | 21.89%-3.6pp | 20.57%-2.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $448 | $2,529-82.3% | $2,231-79.9% | $4,156-89.2% |
| Participant deferral / active EE | $448 | $4,436-89.9% | $3,823-88.3% | $6,407-93.0% |
| Admin fee / account holder | $477 | $8,085-94.1% | $6,704-92.9% | $12,270-96.1% |