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 | $1,260 | $70,756-98.2% | $65,493-98.1% | $142,382-99.1% |
| Participation rate | 82.6% | 77.4%+5.2pp | 73.1%+9.5pp | 80.1%+2.5pp |
| Annual return | 17.16% | 1754.89%-1737.7pp | 982.45%-965.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $550 | $2,881-80.9% | $2,574-78.6% | $4,299-87.2% |
| Participant deferral / active EE | $550 | $4,637-88.1% | $3,961-86.1% | $6,507-91.5% |
| Admin fee / account holder | $1,203 | $6,559-81.7% | $5,028-76.1% | $12,624-90.5% |