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 5-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 | $578 | $84,696-99.3% | $75,696-99.2% | $167,490-99.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 21.36% | 199.36%-178.0pp | 104.53%-83.2pp | 478.56%-457.2pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $706 | $4,580-84.6% | $3,821-81.5% | $6,341-88.9% |
| Admin fee / account holder | $322 | $5,355-94.0% | $3,619-91.1% | $12,309-97.4% |