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 | $12,902 | $84,487-84.7% | $125,339-89.7% | $66,914-80.7% |
| Participation rate | 83.6% | 76.4%+7.2pp | 82.4%+1.3pp | 69.8%+13.8pp |
| Annual return | 28.29% | -8.39%+36.7pp | 572.05%-543.8pp | 1.58%+26.7pp |
| Employer contribution / active EE | $1,177 | $3,553-66.9% | $4,814-75.5% | $2,544-53.7% |
| Participant deferral / active EE | $2,872 | $6,781-57.7% | $7,446-61.4% | $4,237-32.2% |
| Admin fee / account holder | $2,031 | $685+196.5% | $10,010-79.7% | $593+242.4% |