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 | $2,781 | $107,934-97.4% | $91,989-97.0% | $152,861-98.2% |
| Participation rate | 70.0% | 81.2%-11.2pp | 78.6%-8.6pp | 82.4%-12.4pp |
| Annual return | 35.52% | 89.24%-53.7pp | 69.02%-33.5pp | 345.32%-309.8pp |
| Employer contribution / active EE | $857 | $4,210-79.7% | $3,452-75.2% | $4,762-82.0% |
| Participant deferral / active EE | $1,174 | $6,364-81.6% | $5,923-80.2% | $5,850-79.9% |
| Admin fee / account holder | $577 | $10,520-94.5% | $7,743-92.5% | $11,596-95.0% |