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 | $2,560 | $53,777-95.2% | $134,143-98.1% | $79,858-96.8% |
| Participation rate | 77.6% | 58.8%+18.8pp | 72.2%+5.4pp | 69.6%+7.9pp |
| Annual return | 9.28% | 19.01%-9.7pp | 36.33%-27.1pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $490 | $2,420-79.7% | $3,499-86.0% | $3,740-86.9% |
| Admin fee / account holder | $544 | $3,984-86.3% | $6,684-91.9% | $5,306-89.7% |