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 | $4,509 | $102,317-95.6% | $146,958-96.9% | $80,856-94.4% |
| Participation rate | 76.4% | 75.8%+0.5pp | 82.2%-5.8pp | 67.6%+8.7pp |
| Annual return | 14.48% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,485 | $3,713-60.0% | $4,933-69.9% | $2,755-46.1% |
| Participant deferral / active EE | $1,623 | $6,644-75.6% | $8,070-79.9% | $4,296-62.2% |
| Admin fee / account holder | $390 | $7,941-95.1% | $12,998-97.0% | $6,918-94.4% |