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 10-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 | $3,130 | $177,572-98.2% | $154,803-98.0% | $142,382-97.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.72% | 65.07%-48.3pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $924 | $4,810-80.8% | $4,305-78.5% | $4,299-78.5% |
| Participant deferral / active EE | $924 | $6,272-85.3% | $5,540-83.3% | $6,507-85.8% |
| Admin fee / account holder | $8,511 | $16,786-49.3% | $14,329-40.6% | $12,624-32.6% |