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 | $9,917 | $111,724-91.1% | $93,606-89.4% | $145,922-93.2% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-6.9pp |
| Annual return | 15.72% | 202.98%-187.3pp | 133.20%-117.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,094 | $3,090-64.6% | $2,420-54.8% | $4,660-76.5% |
| Participant deferral / active EE | $1,047 | $4,912-78.7% | $4,411-76.3% | $6,688-84.4% |
| Admin fee / account holder | $742 | $10,250-92.8% | $8,285-91.0% | $13,397-94.5% |