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 | $3,020 | $149,040-98.0% | $120,225-97.5% | $137,256-97.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.43% | 605.68%-589.3pp | 439.23%-422.8pp | 220.34%-203.9pp |
| Employer contribution / active EE | $224 | $4,350-94.9% | $3,475-93.6% | $4,156-94.6% |
| Participant deferral / active EE | $280 | $4,655-94.0% | $3,999-93.0% | $6,407-95.6% |
| Admin fee / account holder | $701 | $6,348-89.0% | $5,696-87.7% | $12,270-94.3% |