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 | $11,657 | $105,181-88.9% | $159,436-92.7% | $85,850-86.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 38.53% | 45.07%-6.5pp | 263.57%-225.0pp | 318.53%-280.0pp |
| Employer contribution / active EE | $1,786 | $3,318-46.2% | $4,829-63.0% | $2,565-30.4% |
| Participant deferral / active EE | $2,380 | $5,945-60.0% | $7,352-67.6% | $3,952-39.8% |
| Admin fee / account holder | $2,321 | $6,933-66.5% | $10,799-78.5% | $6,260-62.9% |