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 | $2,841 | $96,305-97.0% | $80,569-96.5% | $139,434-98.0% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 26.30% | 1350.08%-1323.8pp | 935.43%-909.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $705 | $3,262-78.4% | $2,723-74.1% | $4,751-85.2% |
| Participant deferral / active EE | $724 | $5,232-86.2% | $4,447-83.7% | $6,710-89.2% |
| Admin fee / account holder | $436 | $6,599-93.4% | $5,377-91.9% | $11,403-96.2% |