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 8-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 | $27,142 | $202,318-86.6% | $172,739-84.3% | $152,861-82.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 671.11% | 1029.65%-358.5pp | 802.84%-131.7pp | 345.32%+325.8pp |
| Employer contribution / active EE | $1,298 | $5,856-77.8% | $5,143-74.8% | $4,762-72.8% |
| Participant deferral / active EE | $1,622 | $5,948-72.7% | $5,198-68.8% | $5,850-72.3% |
| Admin fee / account holder | $338 | $17,109-98.0% | $13,954-97.6% | $11,596-97.1% |