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 | $11,530 | $76,000-84.8% | $154,107-92.5% | $64,186-82.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 2.88% | 30.32%-27.4pp | 735.12%-732.2pp | 7.63%-4.8pp |
| Employer contribution / active EE | $1,118 | $3,351-66.6% | $5,298-78.9% | $2,381-53.1% |
| Participant deferral / active EE | $464 | $3,175-85.4% | $5,081-90.9% | $3,470-86.6% |
| Admin fee / account holder | $760 | $5,596-86.4% | $13,411-94.3% | $4,888-84.4% |