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 | $21,359 | $201,272-89.4% | $184,203-88.4% | $145,922-85.4% |
| Participation rate | 70.8% | 87.5%-16.7pp | 86.8%-16.0pp | 80.3%-9.4pp |
| Annual return | 7.33% | 29.00%-21.7pp | 28.81%-21.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,623 | $7,022-62.6% | $6,427-59.2% | $4,660-43.7% |
| Participant deferral / active EE | $2,891 | $9,806-70.5% | $9,131-68.3% | $6,688-56.8% |
| Admin fee / account holder | $1,317 | $16,364-92.0% | $13,901-90.5% | $13,397-90.2% |