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 | $11,825 | $202,318-94.2% | $172,739-93.2% | $152,861-92.3% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 3.30% | 1029.65%-1026.4pp | 802.84%-799.5pp | 345.32%-342.0pp |
| Employer contribution / active EE | $2,094 | $5,856-64.2% | $5,143-59.3% | $4,762-56.0% |
| Participant deferral / active EE | $1,099 | $5,948-81.5% | $5,198-78.9% | $5,850-81.2% |
| Admin fee / account holder | $2,402 | $17,109-86.0% | $13,954-82.8% | $11,596-79.3% |