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 | $3,053 | $83,902-96.4% | $167,512-98.2% | $84,808-96.4% |
| Participation rate | 85.2% | 66.5%+18.7pp | 77.1%+8.1pp | 68.3%+16.9pp |
| Annual return | 18.64% | 91.55%-72.9pp | 1615.79%-1597.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $579 | $2,264-74.4% | $3,882-85.1% | $2,631-78.0% |
| Participant deferral / active EE | $647 | $4,442-85.4% | $6,405-89.9% | $4,212-84.6% |
| Admin fee / account holder | $353 | $7,915-95.5% | $9,769-96.4% | $7,344-95.2% |