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 | $1,952 | $69,207-97.2% | $64,056-97.0% | $139,434-98.6% |
| Participation rate | 90.5% | 75.6%+14.9pp | 72.3%+18.2pp | 80.3%+10.2pp |
| Annual return | 14.30% | 45.88%-31.6pp | 33.69%-19.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $492 | $3,182-84.5% | $2,747-82.1% | $4,751-89.7% |
| Participant deferral / active EE | $602 | $4,682-87.1% | $3,880-84.5% | $6,710-91.0% |
| Admin fee / account holder | $451 | $4,244-89.4% | $3,068-85.3% | $11,403-96.0% |