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 | $10,352 | $72,492-85.7% | $87,100-88.1% | $72,985-85.8% |
| Participation rate | 71.2% | 72.8%-1.7pp | 76.9%-5.7pp | 69.5%+1.7pp |
| Annual return | 10.11% | 24.46%-14.3pp | 28.19%-18.1pp | 81.00%-70.9pp |
| Employer contribution / active EE | $698 | $1,894-63.1% | $2,521-72.3% | $2,440-71.4% |
| Participant deferral / active EE | $873 | $3,270-73.3% | $4,049-78.4% | $3,607-75.8% |
| Admin fee / account holder | $447 | $5,055-91.2% | $7,497-94.0% | $5,124-91.3% |