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 7-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 | $11,137 | $176,812-93.7% | $146,665-92.4% | $167,490-93.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 44.89% | 24.03%+20.9pp | 22.74%+22.1pp | 478.56%-433.7pp |
| Employer contribution / active EE | $1,807 | $5,160-65.0% | $4,136-56.3% | $4,837-62.6% |
| Participant deferral / active EE | $1,430 | $6,440-77.8% | $5,506-74.0% | $6,341-77.4% |
| Admin fee / account holder | $329 | $13,259-97.5% | $10,280-96.8% | $12,309-97.3% |