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 | $16,702 | $217,402-92.3% | $185,823-91.0% | $167,490-90.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.98% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,600 | $5,873-55.7% | $5,167-49.7% | $4,837-46.2% |
| Participant deferral / active EE | $1,091 | $6,356-82.8% | $5,568-80.4% | $6,341-82.8% |
| Admin fee / account holder | $6,100 | $19,811-69.2% | $16,237-62.4% | $12,309-50.4% |