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.)
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 | $11,367 | $124,319-90.9% | $111,297-89.8% | $167,490-93.2% |
| Participation rate | 95.0% | 79.6%+15.4pp | 77.3%+17.7pp | 82.1%+12.9pp |
| Annual return | 4.04% | 37.44%-33.4pp | 54.65%-50.6pp | 478.56%-474.5pp |
| Employer contribution / active EE | $895 | $3,435-73.9% | $2,731-67.2% | $4,837-81.5% |
| Participant deferral / active EE | $512 | $5,180-90.1% | $4,487-88.6% | $6,341-91.9% |
| Admin fee / account holder | $2,059 | $10,618-80.6% | $7,964-74.1% | $12,309-83.3% |