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 | $17,583 | $124,319-85.9% | $111,297-84.2% | $167,490-89.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.47% | 37.44%-26.0pp | 54.65%-43.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,875 | $3,435-45.4% | $2,731-31.3% | $4,837-61.2% |
| Participant deferral / active EE | $1,639 | $5,180-68.4% | $4,487-63.5% | $6,341-74.1% |
| Admin fee / account holder | $1,569 | $10,618-85.2% | $7,964-80.3% | $12,309-87.3% |