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 | $5,743 | $93,571-93.9% | $135,903-95.8% | $75,163-92.4% |
| Participation rate | 97.4% | 75.2%+22.3pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,211 | $3,537-37.5% | $4,856-54.5% | $2,670-17.2% |
| Participant deferral / active EE | $1,749 | $6,404-72.7% | $7,758-77.5% | $4,125-57.6% |
| Admin fee / account holder | $323 | $6,975-95.4% | $10,762-97.0% | $5,651-94.3% |