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 | $4,969 | $148,534-96.7% | $135,903-96.3% | $139,434-96.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 25.56% | 79.19%-53.6pp | 68.23%-42.7pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,096 | $5,243-79.1% | $4,856-77.4% | $4,751-76.9% |
| Participant deferral / active EE | $1,734 | $8,100-78.6% | $7,758-77.7% | $6,710-74.2% |
| Admin fee / account holder | $816 | $12,400-93.4% | $10,762-92.4% | $11,403-92.8% |