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 | $5,293 | $108,919-95.1% | $100,391-94.7% | $145,922-96.4% |
| Participation rate | 87.0% | 82.9%+4.0pp | 81.5%+5.5pp | 80.3%+6.7pp |
| Annual return | 36.17% | 57.88%-21.7pp | 49.20%-13.0pp | 561.29%-525.1pp |
| Employer contribution / active EE | $948 | $4,419-78.6% | $3,942-76.0% | $4,660-79.7% |
| Participant deferral / active EE | $2,235 | $8,445-73.5% | $8,082-72.3% | $6,688-66.6% |
| Admin fee / account holder | $650 | $9,689-93.3% | $7,899-91.8% | $13,397-95.1% |