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 | $5,657 | $102,966-94.5% | $90,281-93.7% | $152,861-96.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.63% | 95.16%-83.5pp | 78.10%-66.5pp | 345.32%-333.7pp |
| Employer contribution / active EE | $564 | $3,139-82.0% | $2,854-80.2% | $4,762-88.2% |
| Participant deferral / active EE | $146 | $4,281-96.6% | $3,885-96.2% | $5,850-97.5% |
| Admin fee / account holder | $705 | $6,171-88.6% | $5,351-86.8% | $11,596-93.9% |