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 | $14,904 | $73,884-79.8% | $95,952-84.5% | - |
| Participation rate | 96.0% | 80.0%+16.0pp | 77.1%+18.9pp | - |
| Annual return | 26.68% | 11.13%+15.6pp | 91.61%-64.9pp | - |
| Employer contribution / active EE | $1,647 | $1,782-7.6% | $2,541-35.2% | - |
| Participant deferral / active EE | $1,436 | $3,914-63.3% | $4,167-65.5% | - |
| Admin fee / account holder | $2,019 | $4,316-53.2% | $6,795-70.3% | - |