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 | $4,330 | $117,841-96.3% | $102,423-95.8% | $145,922-97.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 15.37% | 31.65%-16.3pp | 29.32%-13.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,443 | $3,615-60.1% | $3,023-52.3% | $4,660-69.0% |
| Participant deferral / active EE | $1,701 | $5,731-70.3% | $5,053-66.3% | $6,688-74.6% |
| Admin fee / account holder | $963 | $13,326-92.8% | $9,451-89.8% | $13,397-92.8% |