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 | $2,724 | $154,228-98.2% | $145,433-98.1% | $137,256-98.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.45% | 74.59%-45.1pp | 66.58%-37.1pp | 220.34%-190.9pp |
| Employer contribution / active EE | $890 | $4,804-81.5% | $4,554-80.5% | $4,156-78.6% |
| Participant deferral / active EE | $1,710 | $8,216-79.2% | $7,897-78.4% | $6,407-73.3% |
| Admin fee / account holder | $390 | $14,344-97.3% | $13,129-97.0% | $12,270-96.8% |