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 | $4,025 | $159,602-97.5% | $150,045-97.3% | $142,382-97.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 23.81% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,381 | $4,961-72.2% | $4,693-70.6% | $4,299-67.9% |
| Participant deferral / active EE | $1,735 | $8,310-79.1% | $7,997-78.3% | $6,507-73.3% |
| Admin fee / account holder | $623 | $14,846-95.8% | $13,435-95.4% | $12,624-95.1% |