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 8-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 | $4,064 | $157,256-97.4% | $141,162-97.1% | $152,861-97.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 226.43% | 64.32%+162.1pp | 71.39%+155.0pp | 345.32%-118.9pp |
| Employer contribution / active EE | $1,489 | $5,261-71.7% | $4,735-68.5% | $4,762-68.7% |
| Participant deferral / active EE | $1,527 | $7,109-78.5% | $6,709-77.2% | $5,850-73.9% |
| Admin fee / account holder | $444 | $12,120-96.3% | $10,261-95.7% | $11,596-96.2% |