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 | $10,746 | $102,317-89.5% | $146,958-92.7% | $80,856-86.7% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 8.06% | 134.76%-126.7pp | 418.34%-410.3pp | 35.59%-27.5pp |
| Employer contribution / active EE | $5,882 | $3,713+58.4% | $4,933+19.2% | $2,755+113.5% |
| Participant deferral / active EE | $1,363 | $6,644-79.5% | $8,070-83.1% | $4,296-68.3% |
| Admin fee / account holder | $2,085 | $7,941-73.7% | $12,998-84.0% | $6,918-69.9% |