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 | $8,031 | $125,758-93.6% | $169,993-95.3% | $75,163-89.3% |
| Participation rate | 86.0% | 83.6%+2.5pp | 87.0%-1.0pp | 67.2%+18.9pp |
| Annual return | 8.83% | 27.20%-18.4pp | 53.37%-44.5pp | 160.62%-151.8pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $880 | $6,837-87.1% | $10,408-91.5% | $4,125-78.7% |
| Admin fee / account holder | $2,137 | $8,173-73.9% | $12,815-83.3% | $5,651-62.2% |