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 6-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 | $3,230 | $124,185-97.4% | $108,410-97.0% | $167,490-98.1% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 11.13% | 1379.64%-1368.5pp | 905.27%-894.1pp | 478.56%-467.4pp |
| Employer contribution / active EE | $830 | $4,187-80.2% | $3,558-76.7% | $4,837-82.9% |
| Participant deferral / active EE | $1,582 | $6,908-77.1% | $6,563-75.9% | $6,341-75.1% |
| Admin fee / account holder | $601 | $9,455-93.6% | $7,295-91.8% | $12,309-95.1% |