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 | $13,475 | $165,335-91.8% | $149,696-91.0% | $158,922-91.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.37% | 348.15%-337.8pp | 276.60%-266.2pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,755 | $5,103-46.0% | $4,644-40.7% | $4,761-42.1% |
| Participant deferral / active EE | $1,473 | $7,181-79.5% | $6,842-78.5% | $5,982-75.4% |
| Admin fee / account holder | $631 | $10,807-94.2% | $9,309-93.2% | $11,246-94.4% |