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 | $6,220 | $109,817-94.3% | $98,442-93.7% | $167,490-96.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.07% | 1956.69%-1936.6pp | 1492.73%-1472.7pp | 478.56%-458.5pp |
| Employer contribution / active EE | $603 | $3,224-81.3% | $2,960-79.6% | $4,837-87.5% |
| Participant deferral / active EE | $803 | $4,673-82.8% | $4,276-81.2% | $6,341-87.3% |
| Admin fee / account holder | $4,001 | $6,753-40.8% | $5,949-32.8% | $12,309-67.5% |