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 9-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 | $18,623 | $432,047-95.7% | $151,611-87.7% | - |
| Participation rate | 89.9% | 83.9%+6.0pp | 87.5%+2.4pp | - |
| Annual return | -7.64% | -11.21%+3.6pp | 3.33%-11.0pp | - |
| Employer contribution / active EE | $3,188 | $4,228-24.6% | $6,166-48.3% | - |
| Participant deferral / active EE | $5,999 | $7,208-16.8% | $8,363-28.3% | - |
| Admin fee / account holder | $1,703 | $147,941-98.8% | $11,616-85.3% | - |