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 8-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 | $10,328 | $81,208-87.3% | $98,907-89.6% | $79,858-87.1% |
| Participation rate | 77.8% | 72.5%+5.3pp | 76.0%+1.8pp | 69.6%+8.1pp |
| Annual return | 7.51% | 60.99%-53.5pp | 196.43%-188.9pp | 31.71%-24.2pp |
| Employer contribution / active EE | $654 | $1,960-66.6% | $2,689-75.7% | $2,471-73.5% |
| Participant deferral / active EE | $798 | $3,265-75.6% | $4,244-81.2% | $3,740-78.7% |
| Admin fee / account holder | $810 | $6,013-86.5% | $6,642-87.8% | $5,306-84.7% |