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 10-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 | $23,826 | $209,832-88.6% | $189,513-87.4% | $167,490-85.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.85% | 748.27%-740.4pp | 555.15%-547.3pp | 478.56%-470.7pp |
| Employer contribution / active EE | $2,091 | $6,914-69.8% | $6,162-66.1% | $4,837-56.8% |
| Participant deferral / active EE | $3,148 | $8,935-64.8% | $8,221-61.7% | $6,341-50.4% |
| Admin fee / account holder | $9,145 | $14,293-36.0% | $12,045-24.1% | $12,309-25.7% |