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 | $14,187 | $102,317-86.1% | $146,958-90.3% | $80,856-82.5% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 16.94% | 134.76%-117.8pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $4,776 | $3,713+28.6% | $4,933-3.2% | $2,755+73.4% |
| Participant deferral / active EE | $1,509 | $6,644-77.3% | $8,070-81.3% | $4,296-64.9% |
| Admin fee / account holder | $394 | $7,941-95.0% | $12,998-97.0% | $6,918-94.3% |