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 | $7,942 | $165,335-95.2% | $149,696-94.7% | $158,922-95.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.64% | 348.15%-332.5pp | 276.60%-261.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,080 | $5,103-59.2% | $4,644-55.2% | $4,761-56.3% |
| Participant deferral / active EE | $1,852 | $7,181-74.2% | $6,842-72.9% | $5,982-69.0% |
| Admin fee / account holder | $780 | $10,807-92.8% | $9,309-91.6% | $11,246-93.1% |