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 | $3,928 | $148,534-97.4% | $135,903-97.1% | $139,434-97.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 41.17% | 79.19%-38.0pp | 68.23%-27.1pp | 372.94%-331.8pp |
| Employer contribution / active EE | $1,670 | $5,243-68.2% | $4,856-65.6% | $4,751-64.9% |
| Participant deferral / active EE | $2,082 | $8,100-74.3% | $7,758-73.2% | $6,710-69.0% |
| Admin fee / account holder | $364 | $12,400-97.1% | $10,762-96.6% | $11,403-96.8% |