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 6-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 | $6,827 | $83,902-91.9% | $167,512-95.9% | $84,808-92.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 15.57% | 91.55%-76.0pp | 1615.79%-1600.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $608 | $2,264-73.1% | $3,882-84.3% | $2,631-76.9% |
| Participant deferral / active EE | $1,100 | $4,442-75.2% | $6,405-82.8% | $4,212-73.9% |
| Admin fee / account holder | $1,435 | $7,915-81.9% | $9,769-85.3% | $7,344-80.5% |