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 | $14,535 | $167,307-91.3% | $143,757-89.9% | $134,475-89.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.99% | 0.46%-8.4pp | -0.04%-7.9pp | 417.96%-426.0pp |
| Employer contribution / active EE | $1,816 | $5,619-67.7% | $4,951-63.3% | $4,740-61.7% |
| Participant deferral / active EE | $1,391 | $6,446-78.4% | $5,637-75.3% | $6,400-78.3% |
| Admin fee / account holder | $1,026 | $18,088-94.3% | $14,673-93.0% | $11,426-91.0% |