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 | $15,464 | $201,272-92.3% | $184,203-91.6% | $145,922-89.4% |
| Participation rate | 76.5% | 87.5%-11.0pp | 86.8%-10.3pp | 80.3%-3.8pp |
| Annual return | 7.84% | 29.00%-21.2pp | 28.81%-21.0pp | 561.29%-553.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,530 | $9,806-74.2% | $9,131-72.3% | $6,688-62.2% |
| Admin fee / account holder | $6,349 | $16,364-61.2% | $13,901-54.3% | $13,397-52.6% |