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 | $7,537 | $59,101-87.2% | $77,163-90.2% | $75,163-90.0% |
| Participation rate | 93.2% | 63.9%+29.3pp | 69.6%+23.6pp | 67.2%+26.0pp |
| Annual return | 12.08% | 26.71%-14.6pp | 37.87%-25.8pp | 160.62%-148.5pp |
| Employer contribution / active EE | $896 | $1,995-55.1% | $2,535-64.6% | $2,670-66.4% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $840 | $4,774-82.4% | $5,472-84.6% | $5,651-85.1% |