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 9-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 | $4,715 | $81,632-94.2% | $70,449-93.3% | $158,922-97.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.75% | 208.40%-191.6pp | 109.03%-92.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $872 | $3,217-72.9% | $2,737-68.1% | $4,761-81.7% |
| Participant deferral / active EE | $872 | $4,554-80.8% | $3,709-76.5% | $5,982-85.4% |
| Admin fee / account holder | $639 | $6,193-89.7% | $3,845-83.4% | $11,246-94.3% |