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 | $17,305 | $150,440-88.5% | $136,294-87.3% | $147,584-88.3% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 9.17% | 1049.08%-1039.9pp | 5155.94%-5146.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $2,121 | $5,256-59.6% | $4,695-54.8% | $4,876-56.5% |
| Participant deferral / active EE | $774 | $6,630-88.3% | $6,247-87.6% | $5,439-85.8% |
| Admin fee / account holder | $7,392 | $10,905-32.2% | $9,243-20.0% | $10,885-32.1% |