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 | $804 | $68,097-98.8% | $62,929-98.7% | $137,256-99.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.47% | 1859.11%-1840.6pp | 1063.93%-1045.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $225 | $2,811-92.0% | $2,505-91.0% | $4,156-94.6% |
| Participant deferral / active EE | $394 | $4,553-91.4% | $3,888-89.9% | $6,407-93.9% |
| Admin fee / account holder | $9,590 | $6,521+47.0% | $5,065+89.3% | $12,270-21.8% |