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 3-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 | $18,729 | $179,726-89.6% | $156,263-88.0% | $142,382-86.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 2.37% | 77.86%-75.5pp | 59.47%-57.1pp | 217.08%-214.7pp |
| Employer contribution / active EE | $15,859 | $5,069+212.9% | $4,333+266.0% | $4,299+268.9% |
| Participant deferral / active EE | $1,684 | $6,956-75.8% | $6,158-72.7% | $6,507-74.1% |
| Admin fee / account holder | $430 | $17,272-97.5% | $14,255-97.0% | $12,624-96.6% |