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 | $11,205 | $85,202-86.8% | $172,739-93.5% | $72,985-84.6% |
| Participation rate | 93.9% | 70.1%+23.9pp | 82.6%+11.3pp | 69.5%+24.5pp |
| Annual return | 15.90% | 27.32%-11.4pp | 802.84%-786.9pp | 81.00%-65.1pp |
| Employer contribution / active EE | $577 | $3,324-82.6% | $5,143-88.8% | $2,440-76.4% |
| Participant deferral / active EE | $576 | $3,260-82.3% | $5,198-88.9% | $3,607-84.0% |
| Admin fee / account holder | $5,675 | $5,884-3.6% | $13,954-59.3% | $5,124+10.7% |