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 | $4,726 | $80,673-94.1% | $101,326-95.3% | $84,808-94.4% |
| Participation rate | 96.9% | 77.8%+19.1pp | 81.5%+15.4pp | 68.3%+28.6pp |
| Annual return | 46.61% | 38.95%+7.7pp | 36.82%+9.8pp | 40.90%+5.7pp |
| Employer contribution / active EE | $2,047 | $2,698-24.1% | $3,665-44.2% | $2,631-22.2% |
| Participant deferral / active EE | $2,748 | $6,840-59.8% | $7,994-65.6% | $4,212-34.8% |
| Admin fee / account holder | $402 | $12,784-96.9% | $11,185-96.4% | $7,344-94.5% |