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 8-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 | $13,285 | $154,228-91.4% | $145,433-90.9% | $137,256-90.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.04% | 74.59%-68.6pp | 66.58%-60.5pp | 220.34%-214.3pp |
| Employer contribution / active EE | $4,148 | $4,804-13.7% | $4,554-8.9% | $4,156-0.2% |
| Participant deferral / active EE | $811 | $8,216-90.1% | $7,897-89.7% | $6,407-87.3% |
| Admin fee / account holder | $16,171 | $14,344+12.7% | $13,129+23.2% | $12,270+31.8% |