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 7-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 | $5,839 | $179,726-96.8% | $156,263-96.3% | $142,382-95.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.98% | 77.86%-59.9pp | 59.47%-41.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,167 | $5,069-77.0% | $4,333-73.1% | $4,299-72.8% |
| Participant deferral / active EE | $1,344 | $6,956-80.7% | $6,158-78.2% | $6,507-79.4% |
| Admin fee / account holder | $2,386 | $17,272-86.2% | $14,255-83.3% | $12,624-81.1% |