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 9-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 | $4,038 | $47,479-91.5% | $62,929-93.6% | $82,448-95.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.78% | 20.34%-5.6pp | 1063.93%-1049.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $491 | $1,885-73.9% | $2,505-80.4% | $2,551-80.7% |
| Participant deferral / active EE | $717 | $2,870-75.0% | $3,888-81.6% | $4,139-82.7% |
| Admin fee / account holder | $412 | $3,804-89.2% | $5,065-91.9% | $7,234-94.3% |