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 4-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 | $3,236 | $48,274-93.3% | $63,517-94.9% | $59,632-94.6% |
| Participation rate | 98.5% | 66.3%+32.2pp | 71.0%+27.5pp | 68.7%+29.8pp |
| Annual return | -0.41% | -240.79%+240.4pp | -70.30%+69.9pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,753 | $1,586+10.5% | $2,322-24.5% | $2,203-20.4% |
| Participant deferral / active EE | $790 | $2,343-66.3% | $2,953-73.3% | $3,192-75.2% |
| Admin fee / account holder | $679 | $3,600-81.1% | $5,892-88.5% | $4,297-84.2% |