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 | $2,836 | $87,166-96.7% | $76,735-96.3% | $137,256-97.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.63% | 26.50%-8.9pp | 29.77%-12.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,318 | $2,904-54.6% | $2,454-46.3% | $4,156-68.3% |
| Participant deferral / active EE | $887 | $4,726-81.2% | $4,088-78.3% | $6,407-86.2% |
| Admin fee / account holder | $787 | $8,403-90.6% | $7,189-89.0% | $12,270-93.6% |