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 8-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 | $17,497 | $209,832-91.7% | $189,513-90.8% | $167,490-89.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.35% | 748.27%-739.9pp | 555.15%-546.8pp | 478.56%-470.2pp |
| Employer contribution / active EE | $3,059 | $6,914-55.8% | $6,162-50.4% | $4,837-36.8% |
| Participant deferral / active EE | $3,059 | $8,935-65.8% | $8,221-62.8% | $6,341-51.8% |
| Admin fee / account holder | $16,774 | $14,293+17.4% | $12,045+39.3% | $12,309+36.3% |