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 | $10,219 | $77,634-86.8% | $156,549-93.5% | $62,891-83.8% |
| Participation rate | 78.8% | 71.2%+7.6pp | 84.0%-5.2pp | 69.3%+9.5pp |
| Annual return | -1.26% | 50.32%-51.6pp | 32.23%-33.5pp | 20.14%-21.4pp |
| Employer contribution / active EE | $769 | $3,444-77.7% | $5,501-86.0% | $2,281-66.3% |
| Participant deferral / active EE | $543 | $3,045-82.2% | $4,871-88.8% | $3,203-83.0% |
| Admin fee / account holder | $573 | $5,561-89.7% | $13,027-95.6% | $4,296-86.7% |