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 | $16,861 | $93,571-82.0% | $135,903-87.6% | $75,163-77.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 12.06% | 30.90%-18.8pp | 68.23%-56.2pp | 160.62%-148.6pp |
| Employer contribution / active EE | $847 | $3,537-76.0% | $4,856-82.5% | $2,670-68.3% |
| Participant deferral / active EE | $2,176 | $6,404-66.0% | $7,758-71.9% | $4,125-47.2% |
| Admin fee / account holder | $2,892 | $6,975-58.5% | $10,762-73.1% | $5,651-48.8% |