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 6-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 | $11,896 | $124,425-90.4% | $112,040-89.4% | $137,256-91.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 6.25% | 24.72%-18.5pp | 24.52%-18.3pp | 220.34%-214.1pp |
| Employer contribution / active EE | $1,164 | $3,411-65.9% | $2,954-60.6% | $4,156-72.0% |
| Participant deferral / active EE | $1,790 | $5,718-68.7% | $5,098-64.9% | $6,407-72.1% |
| Admin fee / account holder | $1,066 | $15,207-93.0% | $12,098-91.2% | $12,270-91.3% |