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 | $12,101 | $91,190-86.7% | $178,490-93.2% | $79,858-84.8% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.9pp | 69.6%+27.1pp |
| Annual return | 5.12% | 24.19%-19.1pp | 151.07%-145.9pp | 31.71%-26.6pp |
| Employer contribution / active EE | $476 | $3,256-85.4% | $5,011-90.5% | $2,471-80.8% |
| Participant deferral / active EE | $599 | $3,236-81.5% | $5,202-88.5% | $3,740-84.0% |
| Admin fee / account holder | $2,080 | $6,751-69.2% | $13,984-85.1% | $5,306-60.8% |