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 6-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 | $3,741 | $124,319-97.0% | $111,297-96.6% | $167,490-97.8% |
| Participation rate | 73.7% | 79.6%-5.9pp | 77.3%-3.6pp | 82.1%-8.4pp |
| Annual return | 28.78% | 37.44%-8.7pp | 54.65%-25.9pp | 478.56%-449.8pp |
| Employer contribution / active EE | $1,094 | $3,435-68.1% | $2,731-59.9% | $4,837-77.4% |
| Participant deferral / active EE | $1,557 | $5,180-69.9% | $4,487-65.3% | $6,341-75.4% |
| Admin fee / account holder | $466 | $10,618-95.6% | $7,964-94.1% | $12,309-96.2% |