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 | $6,005 | $114,047-94.7% | $96,139-93.8% | $167,490-96.4% |
| Participation rate | 70.0% | 75.1%-5.1pp | 68.4%+1.6pp | 82.1%-12.1pp |
| Annual return | 10.81% | 189.88%-179.1pp | 191.94%-181.1pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,766 | $3,427+9.9% | $2,797+34.7% | $4,837-22.1% |
| Participant deferral / active EE | $175 | $5,194-96.6% | $4,349-96.0% | $6,341-97.2% |
| Admin fee / account holder | $909 | $6,897-86.8% | $5,537-83.6% | $12,309-92.6% |