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 | $7,742 | $148,534-94.8% | $135,903-94.3% | $139,434-94.4% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 22.59% | 79.19%-56.6pp | 68.23%-45.6pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,270 | $5,243-75.8% | $4,856-73.8% | $4,751-73.3% |
| Participant deferral / active EE | $1,609 | $8,100-80.1% | $7,758-79.3% | $6,710-76.0% |
| Admin fee / account holder | $532 | $12,400-95.7% | $10,762-95.1% | $11,403-95.3% |