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 9-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 | $11,911 | $95,416-87.5% | $185,823-93.6% | $85,850-86.1% |
| Participation rate | 89.6% | 68.8%+20.8pp | 81.7%+7.9pp | 69.3%+20.2pp |
| Annual return | 19.13% | 23.59%-4.5pp | 122.05%-102.9pp | 318.53%-299.4pp |
| Employer contribution / active EE | $408 | $3,314-87.7% | $5,167-92.1% | $2,565-84.1% |
| Participant deferral / active EE | $832 | $3,423-75.7% | $5,568-85.1% | $3,952-79.0% |
| Admin fee / account holder | $322 | $7,213-95.5% | $16,237-98.0% | $6,260-94.9% |