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 | $3,111 | $175,202-98.2% | $149,673-97.9% | $139,434-97.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 21.87% | 166.71%-144.8pp | 134.42%-112.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,122 | $5,474-79.5% | $4,818-76.7% | $4,751-76.4% |
| Participant deferral / active EE | $1,649 | $6,519-74.7% | $5,680-71.0% | $6,710-75.4% |
| Admin fee / account holder | $450 | $16,150-97.2% | $13,210-96.6% | $11,403-96.1% |