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 | $165,696 | $369,484-55.2% | $303,047-45.3% | $357,791-53.7% |
| Participation rate | 80.0% | 90.0%-10.0pp | 87.1%-7.1pp | 85.6%-5.6pp |
| Annual return | 9.89% | 0.42%+9.5pp | 2.47%+7.4pp | 396.79%-386.9pp |
| Employer contribution / active EE | $0 | $9,025-100.0% | $7,418-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $3,976 | $5,439-26.9% | $5,070-21.6% | $5,521-28.0% |
| Admin fee / account holder | $3,932 | $49,137-92.0% | $39,333-90.0% | $28,387-86.1% |