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 | $7,853 | $159,901-95.1% | $146,958-94.7% | $145,922-94.6% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 11.39% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,373 | $5,286-74.0% | $4,933-72.2% | $4,660-70.5% |
| Participant deferral / active EE | $2,233 | $8,428-73.5% | $8,070-72.3% | $6,688-66.6% |
| Admin fee / account holder | $491 | $15,044-96.7% | $12,998-96.2% | $13,397-96.3% |