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 | $16,158 | $202,318-92.0% | $172,739-90.6% | $152,861-89.4% |
| Participation rate | 90.5% | 87.1%+3.4pp | 82.6%+7.8pp | 82.4%+8.0pp |
| Annual return | 6.60% | 1029.65%-1023.0pp | 802.84%-796.2pp | 345.32%-338.7pp |
| Employer contribution / active EE | $2,259 | $5,856-61.4% | $5,143-56.1% | $4,762-52.6% |
| Participant deferral / active EE | $1,665 | $5,948-72.0% | $5,198-68.0% | $5,850-71.5% |
| Admin fee / account holder | $979 | $17,109-94.3% | $13,954-93.0% | $11,596-91.6% |