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 | $10,629 | $185,822-94.3% | $169,993-93.7% | $139,434-92.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.24% | 60.50%-26.3pp | 53.37%-19.1pp | 372.94%-338.7pp |
| Employer contribution / active EE | $2,989 | $7,590-60.6% | $6,785-55.9% | $4,751-37.1% |
| Participant deferral / active EE | $2,989 | $11,622-74.3% | $10,408-71.3% | $6,710-55.5% |
| Admin fee / account holder | $512 | $15,381-96.7% | $12,815-96.0% | $11,403-95.5% |