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 | $3,377 | $177,572-98.1% | $154,803-97.8% | $142,382-97.6% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 28.38% | 65.07%-36.7pp | 58.88%-30.5pp | 217.08%-188.7pp |
| Employer contribution / active EE | $1,031 | $4,810-78.6% | $4,305-76.1% | $4,299-76.0% |
| Participant deferral / active EE | $1,458 | $6,272-76.8% | $5,540-73.7% | $6,507-77.6% |
| Admin fee / account holder | $305 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |