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 | $22,091 | $98,750-77.6% | $149,696-85.2% | $79,858-72.3% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.5%-6.0pp | 69.6%+6.8pp |
| Annual return | 10.33% | 27.43%-17.1pp | 276.60%-266.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $635 | $3,216-80.3% | $4,644-86.3% | $2,471-74.3% |
| Participant deferral / active EE | $1,077 | $5,680-81.0% | $6,842-84.3% | $3,740-71.2% |
| Admin fee / account holder | $1,321 | $6,053-78.2% | $9,309-85.8% | $5,306-75.1% |