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 | $3,886 | $148,534-97.4% | $135,903-97.1% | $139,434-97.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.34% | 79.19%-52.9pp | 68.23%-41.9pp | 372.94%-346.6pp |
| Employer contribution / active EE | $1,530 | $5,243-70.8% | $4,856-68.5% | $4,751-67.8% |
| Participant deferral / active EE | $1,530 | $8,100-81.1% | $7,758-80.3% | $6,710-77.2% |
| Admin fee / account holder | $477 | $12,400-96.2% | $10,762-95.6% | $11,403-95.8% |