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 6-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 | $26,188 | $86,929-69.9% | $102,423-74.4% | $80,856-67.6% |
| Participation rate | 78.9% | 72.4%+6.6pp | 76.5%+2.5pp | 67.6%+11.3pp |
| Annual return | 8.09% | 18.88%-10.8pp | 29.32%-21.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,093 | $2,369-53.9% | $3,023-63.9% | $2,755-60.3% |
| Participant deferral / active EE | $1,830 | $4,118-55.6% | $5,053-63.8% | $4,296-57.4% |
| Admin fee / account holder | $2,747 | $8,049-65.9% | $9,451-70.9% | $6,918-60.3% |