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 | $2,903 | $105,126-97.2% | $94,646-96.9% | $139,434-97.9% |
| Participation rate | 81.3% | 82.4%-1.1pp | 80.8%+0.4pp | 80.3%+0.9pp |
| Annual return | 52.98% | 38.03%+14.9pp | 156.71%-103.7pp | 372.94%-320.0pp |
| Employer contribution / active EE | $1,363 | $4,106-66.8% | $3,672-62.9% | $4,751-71.3% |
| Participant deferral / active EE | $1,459 | $7,599-80.8% | $7,418-80.3% | $6,710-78.3% |
| Admin fee / account holder | $400 | $8,984-95.5% | $7,231-94.5% | $11,403-96.5% |