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 | $7,423 | $138,065-94.6% | $123,544-94.0% | $135,375-94.5% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 109.33% | 153.68%-44.4pp | 119.20%-9.9pp | 519.73%-410.4pp |
| Employer contribution / active EE | $1,699 | $5,151-67.0% | $4,628-63.3% | $4,779-64.4% |
| Participant deferral / active EE | $1,879 | $6,799-72.4% | $6,426-70.8% | $5,609-66.5% |
| Admin fee / account holder | $403 | $10,916-96.3% | $9,284-95.7% | $10,827-96.3% |