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 | $3,863 | $93,571-95.9% | $135,903-97.2% | $75,163-94.9% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 41.60% | 30.90%+10.7pp | 68.23%-26.6pp | 160.62%-119.0pp |
| Employer contribution / active EE | $1,357 | $3,537-61.6% | $4,856-72.1% | $2,670-49.2% |
| Participant deferral / active EE | $1,628 | $6,404-74.6% | $7,758-79.0% | $4,125-60.5% |
| Admin fee / account holder | $428 | $6,975-93.9% | $10,762-96.0% | $5,651-92.4% |