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 | $19,344 | $86,286-77.6% | $111,297-82.6% | $85,850-77.5% |
| Participation rate | 96.3% | 73.3%+23.0pp | 77.3%+19.0pp | 69.3%+27.0pp |
| Annual return | 10.73% | 19.99%-9.3pp | 54.65%-43.9pp | 318.53%-307.8pp |
| Employer contribution / active EE | $4,721 | $2,043+131.1% | $2,731+72.9% | $2,565+84.1% |
| Participant deferral / active EE | $1,164 | $3,641-68.0% | $4,487-74.1% | $3,952-70.6% |
| Admin fee / account holder | $2,212 | $8,188-73.0% | $7,964-72.2% | $6,260-64.7% |