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 | $8,413 | $165,984-94.9% | $164,813-94.9% | $145,922-94.2% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 14.74% | 100.03%-85.3pp | 69.93%-55.2pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,182 | $5,273-77.6% | $4,341-72.8% | $4,660-74.6% |
| Participant deferral / active EE | $1,968 | $6,959-71.7% | $6,031-67.4% | $6,688-70.6% |
| Admin fee / account holder | $453 | $16,648-97.3% | $12,690-96.4% | $13,397-96.6% |