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 | $14,449 | $84,233-82.8% | $170,442-91.5% | $70,131-79.4% |
| Participation rate | 98.5% | 70.8%+27.6pp | 83.6%+14.9pp | 69.5%+28.9pp |
| Annual return | 9.94% | 23.06%-13.1pp | 205.93%-196.0pp | 73.14%-63.2pp |
| Employer contribution / active EE | $1,225 | $3,387-63.8% | $5,433-77.5% | $2,342-47.7% |
| Participant deferral / active EE | $712 | $3,086-76.9% | $4,939-85.6% | $3,332-78.6% |
| Admin fee / account holder | $897 | $5,698-84.3% | $13,880-93.5% | $4,645-80.7% |