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 | $92,342 | $697,698-86.8% | $621,730-85.1% | $357,791-74.2% |
| Participation rate | 88.2% | 90.7%-2.5pp | 90.8%-2.5pp | 85.6%+2.6pp |
| Annual return | 13.61% | 10.63%+3.0pp | 10.76%+2.8pp | 396.79%-383.2pp |
| Employer contribution / active EE | $0 | $10,590-100.0% | $9,871-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $3,617 | $7,203-49.8% | $6,979-48.2% | $5,521-34.5% |
| Admin fee / account holder | $27,280 | $75,391-63.8% | $66,065-58.7% | $28,387-3.9% |