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 | $4,334 | $172,111-97.5% | $150,298-97.1% | $137,256-96.8% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 24.43% | 69.37%-44.9pp | 62.79%-38.4pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,024 | $4,636-77.9% | $4,154-75.3% | $4,156-75.4% |
| Participant deferral / active EE | $1,290 | $6,166-79.1% | $5,453-76.3% | $6,407-79.9% |
| Admin fee / account holder | $303 | $16,471-98.2% | $14,116-97.9% | $12,270-97.5% |