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 | $2,512 | $117,983-97.9% | $101,794-97.5% | $142,382-98.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.55% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $645 | $2,773-76.7% | $2,289-71.8% | $4,299-85.0% |
| Participant deferral / active EE | $773 | $4,714-83.6% | $4,084-81.1% | $6,507-88.1% |
| Admin fee / account holder | $2,413 | $10,433-76.9% | $8,777-72.5% | $12,624-80.9% |