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 | $197,314 | $369,484-46.6% | $303,047-34.9% | $357,791-44.9% |
| Participation rate | 81.8% | 90.0%-8.2pp | 87.1%-5.3pp | 85.6%-3.8pp |
| Annual return | 15.31% | 0.42%+14.9pp | 2.47%+12.8pp | 396.79%-381.5pp |
| Employer contribution / active EE | $8,636 | $9,025-4.3% | $7,418+16.4% | $7,508+15.0% |
| Participant deferral / active EE | $0 | $5,439-100.0% | $5,070-100.0% | $5,521-100.0% |
| Admin fee / account holder | $162,889 | $49,137+231.5% | $39,333+314.1% | $28,387+473.8% |