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 6-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 | $26,049 | $201,272-87.1% | $184,203-85.9% | $145,922-82.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.14% | 29.00%-22.9pp | 28.81%-22.7pp | 561.29%-555.1pp |
| Employer contribution / active EE | $2,168 | $7,022-69.1% | $6,427-66.3% | $4,660-53.5% |
| Participant deferral / active EE | $2,561 | $9,806-73.9% | $9,131-72.0% | $6,688-61.7% |
| Admin fee / account holder | $2,442 | $16,364-85.1% | $13,901-82.4% | $13,397-81.8% |