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 4-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 | $15,784 | $183,519-91.4% | $155,509-89.8% | $145,922-89.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 235.89% | 61.17%+174.7pp | 64.67%+171.2pp | 561.29%-325.4pp |
| Employer contribution / active EE | $2,204 | $5,313-58.5% | $4,672-52.8% | $4,660-52.7% |
| Participant deferral / active EE | $799 | $6,462-87.6% | $5,626-85.8% | $6,688-88.1% |
| Admin fee / account holder | $489 | $19,313-97.5% | $15,912-96.9% | $13,397-96.3% |