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 | $115,348 | $293,860-60.7% | $237,244-51.4% | $357,791-67.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 9.74% | 4677.97%-4668.2pp | 4131.29%-4121.5pp | 396.79%-387.0pp |
| Employer contribution / active EE | $0 | $5,523-100.0% | $4,351-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $2,295 | $4,397-47.8% | $4,056-43.4% | $5,521-58.4% |
| Admin fee / account holder | $1,929 | $21,223-90.9% | $18,030-89.3% | $28,387-93.2% |