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 | $8,640 | $72,177-88.0% | $115,037-92.5% | $59,632-85.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 95.96% | 12.02%+83.9pp | 26.14%+69.8pp | 2041.28%-1945.3pp |
| Employer contribution / active EE | $2,654 | $2,841-6.6% | $4,608-42.4% | $2,203+20.5% |
| Participant deferral / active EE | $1,324 | $4,783-72.3% | $6,026-78.0% | $3,192-58.5% |
| Admin fee / account holder | $338 | $4,927-93.1% | $8,175-95.9% | $4,297-92.1% |