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 | $1,914 | $99,877-98.1% | $84,966-97.7% | $145,922-98.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.39% | 83.76%-70.4pp | 66.38%-53.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $798 | $3,231-75.3% | $2,727-70.7% | $4,660-82.9% |
| Participant deferral / active EE | $864 | $5,291-83.7% | $4,519-80.9% | $6,688-87.1% |
| Admin fee / account holder | $1,132 | $7,248-84.4% | $6,149-81.6% | $13,397-91.5% |