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 | $13,075 | $202,318-93.5% | $172,739-92.4% | $152,861-91.4% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 8.56% | 1029.65%-1021.1pp | 802.84%-794.3pp | 345.32%-336.8pp |
| Employer contribution / active EE | $1,505 | $5,856-74.3% | $5,143-70.7% | $4,762-68.4% |
| Participant deferral / active EE | $2,042 | $5,948-65.7% | $5,198-60.7% | $5,850-65.1% |
| Admin fee / account holder | $1,967 | $17,109-88.5% | $13,954-85.9% | $11,596-83.0% |