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 | $2,607 | $189,613-98.6% | $167,512-98.4% | $142,382-98.2% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 23.65% | 2024.68%-2001.0pp | 1615.79%-1592.1pp | 217.08%-193.4pp |
| Employer contribution / active EE | $803 | $4,349-81.5% | $3,882-79.3% | $4,299-81.3% |
| Participant deferral / active EE | $1,012 | $6,981-85.5% | $6,405-84.2% | $6,507-84.5% |
| Admin fee / account holder | $1,189 | $10,528-88.7% | $9,769-87.8% | $12,624-90.6% |