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 | $5,242 | $159,602-96.7% | $150,045-96.5% | $142,382-96.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 24.46% | 70.24%-45.8pp | 62.55%-38.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,534 | $4,961-69.1% | $4,693-67.3% | $4,299-64.3% |
| Participant deferral / active EE | $1,820 | $8,310-78.1% | $7,997-77.2% | $6,507-72.0% |
| Admin fee / account holder | $770 | $14,846-94.8% | $13,435-94.3% | $12,624-93.9% |