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 | $4,170 | $100,773-95.9% | $88,946-95.3% | $142,382-97.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.74% | 70.18%-55.4pp | 57.82%-43.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $502 | $2,918-82.8% | $2,555-80.3% | $4,299-88.3% |
| Participant deferral / active EE | $709 | $5,230-86.4% | $4,581-84.5% | $6,507-89.1% |
| Admin fee / account holder | $383 | $9,693-96.0% | $8,261-95.4% | $12,624-97.0% |