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 3-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 | $4,350 | $114,381-96.2% | $107,525-96.0% | $142,382-96.9% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 19.20% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,055 | $4,015-73.7% | $3,754-71.9% | $4,299-75.4% |
| Participant deferral / active EE | $1,144 | $5,564-79.4% | $5,116-77.6% | $6,507-82.4% |
| Admin fee / account holder | $356 | $9,860-96.4% | $8,919-96.0% | $12,624-97.2% |