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 | $9,479 | $98,750-90.4% | $149,696-93.7% | $79,858-88.1% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.5%+11.0pp | 69.6%+23.8pp |
| Annual return | 9.97% | 27.43%-17.5pp | 276.60%-266.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $608 | $3,216-81.1% | $4,644-86.9% | $2,471-75.4% |
| Participant deferral / active EE | $431 | $5,680-92.4% | $6,842-93.7% | $3,740-88.5% |
| Admin fee / account holder | $996 | $6,053-83.6% | $9,309-89.3% | $5,306-81.2% |