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 | $17,119 | $175,202-90.2% | $149,673-88.6% | $139,434-87.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 9.32% | 166.71%-157.4pp | 134.42%-125.1pp | 372.94%-363.6pp |
| Employer contribution / active EE | $2,799 | $5,474-48.9% | $4,818-41.9% | $4,751-41.1% |
| Participant deferral / active EE | $1,115 | $6,519-82.9% | $5,680-80.4% | $6,710-83.4% |
| Admin fee / account holder | $5,340 | $16,150-66.9% | $13,210-59.6% | $11,403-53.2% |