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 3-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 | $4,335 | $106,584-95.9% | $101,326-95.7% | $142,382-97.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 59.77% | 36.93%+22.8pp | 36.82%+23.0pp | 217.08%-157.3pp |
| Employer contribution / active EE | $1,638 | $3,956-58.6% | $3,665-55.3% | $4,299-61.9% |
| Participant deferral / active EE | $1,638 | $8,297-80.3% | $7,994-79.5% | $6,507-74.8% |
| Admin fee / account holder | $960 | $11,446-91.6% | $11,185-91.4% | $12,624-92.4% |