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 | $12,980 | $209,336-93.8% | $197,124-93.4% | $137,256-90.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.26% | 48.09%-24.8pp | 44.34%-21.1pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,663 | $6,591-74.8% | $6,227-73.3% | $4,156-60.0% |
| Participant deferral / active EE | $1,139 | $9,614-88.2% | $9,135-87.5% | $6,407-82.2% |
| Admin fee / account holder | $667 | $17,308-96.1% | $16,298-95.9% | $12,270-94.6% |