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 | $6,692 | $104,486-93.6% | $76,817-91.3% | $152,861-95.6% |
| Participation rate | 92.9% | 76.6%+16.3pp | 72.1%+20.8pp | 82.4%+10.4pp |
| Annual return | 29.31% | 1013.37%-984.1pp | 1166.11%-1136.8pp | 345.32%-316.0pp |
| Employer contribution / active EE | $3,304 | $3,116+6.1% | $2,302+43.5% | $4,762-30.6% |
| Participant deferral / active EE | $56 | $4,236-98.7% | $3,336-98.3% | $5,850-99.0% |
| Admin fee / account holder | $498 | $12,275-95.9% | $6,420-92.2% | $11,596-95.7% |