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 | $5,953 | $84,233-92.9% | $170,442-96.5% | $70,131-91.5% |
| Participation rate | 85.3% | 70.8%+14.5pp | 83.6%+1.7pp | 69.5%+15.8pp |
| Annual return | 4.56% | 23.06%-18.5pp | 205.93%-201.4pp | 73.14%-68.6pp |
| Employer contribution / active EE | $416 | $3,387-87.7% | $5,433-92.3% | $2,342-82.2% |
| Participant deferral / active EE | $377 | $3,086-87.8% | $4,939-92.4% | $3,332-88.7% |
| Admin fee / account holder | $4,307 | $5,698-24.4% | $13,880-69.0% | $4,645-7.3% |