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 | $2,682 | $179,726-98.5% | $156,263-98.3% | $142,382-98.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 5.89% | 77.86%-72.0pp | 59.47%-53.6pp | 217.08%-211.2pp |
| Employer contribution / active EE | $3,771 | $5,069-25.6% | $4,333-13.0% | $4,299-12.3% |
| Participant deferral / active EE | $254 | $6,956-96.3% | $6,158-95.9% | $6,507-96.1% |
| Admin fee / account holder | $2,615 | $17,272-84.9% | $14,255-81.7% | $12,624-79.3% |