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 | $5,763 | $105,998-94.6% | $92,233-93.8% | $147,584-96.1% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 20.57% | 50.05%-29.5pp | 176.28%-155.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,579 | $4,333-63.6% | $3,679-57.1% | $4,876-67.6% |
| Participant deferral / active EE | $1,049 | $4,478-76.6% | $3,897-73.1% | $5,439-80.7% |
| Admin fee / account holder | $768 | $6,332-87.9% | $5,194-85.2% | $10,885-92.9% |