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 | $15,943 | $82,882-80.8% | $127,761-87.5% | $72,985-78.2% |
| Participation rate | 77.8% | 71.5%+6.3pp | 79.0%-1.2pp | 69.5%+8.3pp |
| Annual return | 15.37% | 32.20%-16.8pp | 26.14%-10.8pp | 81.00%-65.6pp |
| Employer contribution / active EE | $1,036 | $3,346-69.0% | $4,574-77.3% | $2,440-57.5% |
| Participant deferral / active EE | $500 | $4,791-89.6% | $6,021-91.7% | $3,607-86.2% |
| Admin fee / account holder | $9,953 | $6,487+53.4% | $9,395+5.9% | $5,124+94.2% |