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 | $5,546 | $159,901-96.5% | $146,958-96.2% | $145,922-96.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.43% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,206 | $5,286-77.2% | $4,933-75.6% | $4,660-74.1% |
| Participant deferral / active EE | $1,384 | $8,428-83.6% | $8,070-82.9% | $6,688-79.3% |
| Admin fee / account holder | $798 | $15,044-94.7% | $12,998-93.9% | $13,397-94.0% |