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 | $6,445 | $100,852-93.6% | $90,404-92.9% | $158,922-95.9% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.7%+12.3pp | 82.0%+3.0pp |
| Annual return | 385.32% | 1724.20%-1338.9pp | 1293.02%-907.7pp | 302.83%+82.5pp |
| Employer contribution / active EE | $692 | $3,689-81.2% | $3,262-78.8% | $4,761-85.5% |
| Participant deferral / active EE | $692 | $4,348-84.1% | $3,963-82.5% | $5,982-88.4% |
| Admin fee / account holder | $310 | $6,501-95.2% | $5,611-94.5% | $11,246-97.2% |