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 8-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 | $8,715 | $138,044-93.7% | $125,339-93.0% | $134,475-93.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.90% | 750.33%-766.2pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,300 | $5,243-56.1% | $4,814-52.2% | $4,740-51.5% |
| Participant deferral / active EE | $1,353 | $7,799-82.7% | $7,446-81.8% | $6,400-78.9% |
| Admin fee / account holder | $1,313 | $11,571-88.7% | $10,010-86.9% | $11,426-88.5% |