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 3-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 | $1,742 | $189,613-99.1% | $167,512-99.0% | $142,382-98.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 29.51% | 2024.68%-1995.2pp | 1615.79%-1586.3pp | 217.08%-187.6pp |
| Employer contribution / active EE | $923 | $4,349-78.8% | $3,882-76.2% | $4,299-78.5% |
| Participant deferral / active EE | $961 | $6,981-86.2% | $6,405-85.0% | $6,507-85.2% |
| Admin fee / account holder | $379 | $10,528-96.4% | $9,769-96.1% | $12,624-97.0% |