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 | $2,932 | $85,766-96.6% | $136,294-97.8% | $70,131-95.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 62.29% | 31.45%+30.8pp | 5155.94%-5093.7pp | 73.14%-10.9pp |
| Employer contribution / active EE | $1,252 | $2,966-57.8% | $4,695-73.3% | $2,342-46.6% |
| Participant deferral / active EE | $1,808 | $5,051-64.2% | $6,247-71.1% | $3,332-45.7% |
| Admin fee / account holder | $303 | $5,420-94.4% | $9,243-96.7% | $4,645-93.5% |