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 | $191,979 | $297,529-35.5% | $246,525-22.1% | $357,791-46.3% |
| Participation rate | 89.5% | 86.5%+2.9pp | 82.0%+7.5pp | 85.6%+3.9pp |
| Annual return | 12.42% | -2.25%+14.7pp | 0.46%+12.0pp | 396.79%-384.4pp |
| Employer contribution / active EE | $0 | $8,709-100.0% | $7,467-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $6,091 | $6,076+0.3% | $5,422+12.3% | $5,521+10.3% |
| Admin fee / account holder | $63,131 | $16,212+289.4% | $16,551+281.4% | $28,387+122.4% |