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 | $5,350 | $183,963-97.1% | $162,163-96.7% | $152,861-96.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 32.48% | 150.76%-118.3pp | 115.59%-83.1pp | 345.32%-312.8pp |
| Employer contribution / active EE | $1,509 | $6,371-76.3% | $5,614-73.1% | $4,762-68.3% |
| Participant deferral / active EE | $1,975 | $8,034-75.4% | $7,298-72.9% | $5,850-66.2% |
| Admin fee / account holder | $373 | $13,121-97.2% | $10,843-96.6% | $11,596-96.8% |