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.)
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 | $15,853 | $171,865-90.8% | $149,718-89.4% | $147,584-89.3% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 7.65% | 2113.22%-2105.6pp | 1501.63%-1494.0pp | 578.55%-570.9pp |
| Employer contribution / active EE | $1,367 | $6,275-78.2% | $5,445-74.9% | $4,876-72.0% |
| Participant deferral / active EE | $1,847 | $7,271-74.6% | $6,569-71.9% | $5,439-66.0% |
| Admin fee / account holder | $11,014 | $13,799-20.2% | $11,283-2.4% | $10,885+1.2% |