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 | $1,611 | $85,022-98.1% | $70,515-97.7% | $139,434-98.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 22.44% | 30.38%-7.9pp | 32.77%-10.3pp | 372.94%-350.5pp |
| Employer contribution / active EE | $652 | $3,909-83.3% | $2,973-78.1% | $4,751-86.3% |
| Participant deferral / active EE | $739 | $5,890-87.5% | $4,567-83.8% | $6,710-89.0% |
| Admin fee / account holder | $337 | $8,906-96.2% | $6,412-94.7% | $11,403-97.0% |