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 | $8,155 | $217,402-96.2% | $185,823-95.6% | $167,490-95.1% |
| Participation rate | 95.8% | 86.0%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 5.60% | 148.36%-142.8pp | 122.05%-116.4pp | 478.56%-473.0pp |
| Employer contribution / active EE | $1,946 | $5,873-66.9% | $5,167-62.3% | $4,837-59.8% |
| Participant deferral / active EE | $681 | $6,356-89.3% | $5,568-87.8% | $6,341-89.3% |
| Admin fee / account holder | $787 | $19,811-96.0% | $16,237-95.2% | $12,309-93.6% |