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 9-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 | $7,005 | $89,355-92.2% | $141,162-95.0% | $72,985-90.4% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 15.90% | 111.85%-96.0pp | 71.39%-55.5pp | 81.00%-65.1pp |
| Employer contribution / active EE | $1,228 | $3,114-60.6% | $4,735-74.1% | $2,440-49.7% |
| Participant deferral / active EE | $2,181 | $5,418-59.7% | $6,709-67.5% | $3,607-39.5% |
| Admin fee / account holder | $391 | $5,958-93.4% | $10,261-96.2% | $5,124-92.4% |