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 10-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 | $4,909 | $78,672-93.8% | $109,143-95.5% | $85,850-94.3% |
| Participation rate | 75.9% | 68.3%+7.6pp | 75.9%0pp | 69.3%+6.5pp |
| Annual return | 13.23% | 25.09%-11.9pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,247 | $2,735-54.4% | $3,722-66.5% | $2,565-51.4% |
| Participant deferral / active EE | $1,329 | $3,467-61.7% | $4,653-71.4% | $3,952-66.4% |
| Admin fee / account holder | $323 | $5,469-94.1% | $6,752-95.2% | $6,260-94.8% |