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 | $14,906 | $86,286-82.7% | $111,297-86.6% | $85,850-82.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 135.57% | 19.99%+115.6pp | 54.65%+80.9pp | 318.53%-183.0pp |
| Employer contribution / active EE | $1,401 | $2,043-31.4% | $2,731-48.7% | $2,565-45.4% |
| Participant deferral / active EE | $1,116 | $3,641-69.3% | $4,487-75.1% | $3,952-71.8% |
| Admin fee / account holder | $1,017 | $8,188-87.6% | $7,964-87.2% | $6,260-83.8% |