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 | $4,240 | $102,317-95.9% | $146,958-97.1% | $80,856-94.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 31.32% | 134.76%-103.4pp | 418.34%-387.0pp | 35.59%-4.3pp |
| Employer contribution / active EE | $1,250 | $3,713-66.3% | $4,933-74.7% | $2,755-54.6% |
| Participant deferral / active EE | $2,428 | $6,644-63.5% | $8,070-69.9% | $4,296-43.5% |
| Admin fee / account holder | $431 | $7,941-94.6% | $12,998-96.7% | $6,918-93.8% |