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 8-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 | $5,197 | $124,319-95.8% | $111,297-95.3% | $167,490-96.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 23.47% | 37.44%-14.0pp | 54.65%-31.2pp | 478.56%-455.1pp |
| Employer contribution / active EE | $1,972 | $3,435-42.6% | $2,731-27.8% | $4,837-59.2% |
| Participant deferral / active EE | $1,098 | $5,180-78.8% | $4,487-75.5% | $6,341-82.7% |
| Admin fee / account holder | $807 | $10,618-92.4% | $7,964-89.9% | $12,309-93.4% |