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 | $12,194 | $202,318-94.0% | $172,739-92.9% | $152,861-92.0% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.4%-1.2pp |
| Annual return | 3.81% | 1029.65%-1025.8pp | 802.84%-799.0pp | 345.32%-341.5pp |
| Employer contribution / active EE | $1,886 | $5,856-67.8% | $5,143-63.3% | $4,762-60.4% |
| Participant deferral / active EE | $1,033 | $5,948-82.6% | $5,198-80.1% | $5,850-82.3% |
| Admin fee / account holder | $1,099 | $17,109-93.6% | $13,954-92.1% | $11,596-90.5% |