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 | $4,278 | $106,515-96.0% | $96,683-95.6% | $139,434-96.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 24.16% | 38.43%-14.3pp | 35.69%-11.5pp | 372.94%-348.8pp |
| Employer contribution / active EE | $972 | $4,103-76.3% | $3,737-74.0% | $4,751-79.5% |
| Participant deferral / active EE | $1,215 | $5,454-77.7% | $4,878-75.1% | $6,710-81.9% |
| Admin fee / account holder | $2,021 | $7,877-74.3% | $6,730-70.0% | $11,403-82.3% |