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 | $3,307 | $117,983-97.2% | $101,794-96.8% | $142,382-97.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.10% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $671 | $2,773-75.8% | $2,289-70.7% | $4,299-84.4% |
| Participant deferral / active EE | $1,143 | $4,714-75.7% | $4,084-72.0% | $6,507-82.4% |
| Admin fee / account holder | $461 | $10,433-95.6% | $8,777-94.7% | $12,624-96.3% |