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 7-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 | $2,188 | $149,734-98.5% | $118,925-98.2% | $158,922-98.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.24% | 19.95%-0.7pp | 35.88%-16.6pp | 302.83%-283.6pp |
| Employer contribution / active EE | $867 | $4,115-78.9% | $3,263-73.4% | $4,761-81.8% |
| Participant deferral / active EE | $942 | $5,223-82.0% | $4,265-77.9% | $5,982-84.3% |
| Admin fee / account holder | $437 | $8,603-94.9% | $6,581-93.4% | $11,246-96.1% |