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 | $14,117 | $201,259-93.0% | $184,200-92.3% | $145,959-90.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.41% | 28.98%+6.4pp | 28.80%+6.6pp | 561.95%-526.5pp |
| Employer contribution / active EE | $1,471 | $7,018-79.0% | $6,424-77.1% | $4,661-68.4% |
| Participant deferral / active EE | $2,410 | $9,806-75.4% | $9,132-73.6% | $6,689-64.0% |
| Admin fee / account holder | $535 | $16,372-96.7% | $13,907-96.2% | $13,398-96.0% |