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 | $29,081 | $209,411-86.1% | $178,490-83.7% | $158,922-81.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.80% | 188.75%-184.9pp | 151.07%-147.3pp | 302.83%-299.0pp |
| Employer contribution / active EE | $6,667 | $5,706+16.8% | $5,011+33.1% | $4,761+40.0% |
| Participant deferral / active EE | $156 | $5,954-97.4% | $5,202-97.0% | $5,982-97.4% |
| Admin fee / account holder | $338 | $17,074-98.0% | $13,984-97.6% | $11,246-97.0% |