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 | $24,492 | $95,803-74.4% | $113,168-78.4% | $84,808-71.1% |
| Participation rate | 94.4% | 72.9%+21.5pp | 76.6%+17.8pp | 68.3%+26.1pp |
| Annual return | 10.14% | 25.00%-14.9pp | 24.27%-14.1pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,096 | $2,360-53.6% | $2,975-63.2% | $2,631-58.4% |
| Participant deferral / active EE | $1,398 | $4,242-67.0% | $5,107-72.6% | $4,212-66.8% |
| Admin fee / account holder | $1,041 | $8,989-88.4% | $12,068-91.4% | $7,344-85.8% |