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 | $3,338 | $108,919-96.9% | $100,391-96.7% | $145,922-97.7% |
| Participation rate | 70.8% | 82.9%-12.1pp | 81.5%-10.6pp | 80.3%-9.4pp |
| Annual return | 14.88% | 57.88%-43.0pp | 49.20%-34.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,516 | $4,419-65.7% | $3,942-61.5% | $4,660-67.5% |
| Participant deferral / active EE | $1,730 | $8,445-79.5% | $8,082-78.6% | $6,688-74.1% |
| Admin fee / account holder | $1,731 | $9,689-82.1% | $7,899-78.1% | $13,397-87.1% |