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 | $8,797 | $85,202-89.7% | $172,739-94.9% | $72,985-87.9% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.5pp |
| Annual return | 19.67% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,062 | $3,324-68.1% | $5,143-79.4% | $2,440-56.5% |
| Participant deferral / active EE | $687 | $3,260-78.9% | $5,198-86.8% | $3,607-80.9% |
| Admin fee / account holder | $552 | $5,884-90.6% | $13,954-96.0% | $5,124-89.2% |