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 | $1,264 | $101,618-98.8% | $93,063-98.6% | $137,256-99.1% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 13.32% | 223.95%-210.6pp | 34.15%-20.8pp | 220.34%-207.0pp |
| Employer contribution / active EE | $297 | $2,707-89.0% | $2,476-88.0% | $4,156-92.9% |
| Participant deferral / active EE | $469 | $4,279-89.0% | $3,958-88.2% | $6,407-92.7% |
| Admin fee / account holder | $925 | $6,198-85.1% | $6,033-84.7% | $12,270-92.5% |