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 | $19,728 | $178,174-88.9% | $156,181-87.4% | $137,256-85.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.55% | 84.19%-74.6pp | 64.87%-55.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,615 | $4,972-67.5% | $4,294-62.4% | $4,156-61.1% |
| Participant deferral / active EE | $737 | $6,888-89.3% | $6,132-88.0% | $6,407-88.5% |
| Admin fee / account holder | $5,289 | $17,404-69.6% | $14,586-63.7% | $12,270-56.9% |