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 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,940 | $202,318-85.7% | $172,739-83.2% | $152,861-81.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.34% | 1029.65%-1028.3pp | 802.84%-801.5pp | 345.32%-344.0pp |
| Employer contribution / active EE | $3,251 | $5,856-44.5% | $5,143-36.8% | $4,762-31.7% |
| Participant deferral / active EE | $1,463 | $5,948-75.4% | $5,198-71.8% | $5,850-75.0% |
| Admin fee / account holder | $3,950 | $17,109-76.9% | $13,954-71.7% | $11,596-65.9% |