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 3-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 | $16,869 | $159,934-89.5% | $147,005-88.5% | $145,959-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.51% | 98.24%-81.7pp | 418.76%-402.3pp | 561.95%-545.4pp |
| Employer contribution / active EE | $2,316 | $5,287-56.2% | $4,934-53.1% | $4,661-50.3% |
| Participant deferral / active EE | $2,506 | $8,427-70.3% | $8,070-68.9% | $6,689-62.5% |
| Admin fee / account holder | $523 | $15,053-96.5% | $13,006-96.0% | $13,398-96.1% |