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 10-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 | $201,306 | $495,011-59.3% | $442,409-54.5% | $357,791-43.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 88.0%-13.0pp | 85.6%-10.6pp |
| Annual return | 13.02% | 92.83%-79.8pp | 90.53%-77.5pp | 396.79%-383.8pp |
| Employer contribution / active EE | $0 | $8,270-100.0% | $7,697-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $4,114 | $7,613-46.0% | $7,555-45.6% | $5,521-25.5% |
| Admin fee / account holder | $16,412 | $60,147-72.7% | $51,603-68.2% | $28,387-42.2% |