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 | $6,749 | $102,317-93.4% | $146,958-95.4% | $80,856-91.7% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 14.63% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,155 | $3,713-68.9% | $4,933-76.6% | $2,755-58.1% |
| Participant deferral / active EE | $1,874 | $6,644-71.8% | $8,070-76.8% | $4,296-56.4% |
| Admin fee / account holder | $339 | $7,941-95.7% | $12,998-97.4% | $6,918-95.1% |