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 4-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 | $36,360 | $140,986-74.2% | $198,754-81.7% | $116,875-68.9% |
| Participation rate | 100.0% | 77.3%+22.7pp | 81.4%+18.6pp | 74.5%+25.5pp |
| Annual return | 11.12% | 18.14%-7.0pp | 4947.04%-4935.9pp | 16.29%-5.2pp |
| Employer contribution / active EE | $4,441 | $4,137+7.4% | $4,008+10.8% | $3,288+35.1% |
| Participant deferral / active EE | $1,310 | $3,620-63.8% | $4,138-68.3% | $3,885-66.3% |
| Admin fee / account holder | $2,620 | $11,748-77.7% | $12,082-78.3% | $12,263-78.6% |