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 | $9,413 | $112,096-91.6% | $95,952-90.2% | $158,922-94.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.48% | 171.09%-151.6pp | 91.61%-72.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $855 | $3,198-73.3% | $2,541-66.4% | $4,761-82.0% |
| Participant deferral / active EE | $965 | $4,784-79.8% | $4,167-76.9% | $5,982-83.9% |
| Admin fee / account holder | $934 | $10,130-90.8% | $6,795-86.3% | $11,246-91.7% |