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 | $6,750 | $81,446-91.7% | $103,374-93.5% | $80,874-91.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.40% | 25.57%-13.2pp | 24.89%-12.5pp | 35.62%-23.2pp |
| Employer contribution / active EE | $810 | $3,107-73.9% | $3,869-79.1% | $2,756-70.6% |
| Participant deferral / active EE | $1,036 | $3,870-73.2% | $5,058-79.5% | $4,297-75.9% |
| Admin fee / account holder | $1,110 | $6,715-83.5% | $8,394-86.8% | $6,935-84.0% |