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 | $25,153 | $86,929-71.1% | $102,423-75.4% | $80,856-68.9% |
| Participation rate | 95.7% | 72.4%+23.3pp | 76.5%+19.2pp | 67.6%+28.1pp |
| Annual return | 7.49% | 18.88%-11.4pp | 29.32%-21.8pp | 35.59%-28.1pp |
| Employer contribution / active EE | $875 | $2,369-63.1% | $3,023-71.0% | $2,755-68.2% |
| Participant deferral / active EE | $1,487 | $4,118-63.9% | $5,053-70.6% | $4,296-65.4% |
| Admin fee / account holder | $5,676 | $8,049-29.5% | $9,451-39.9% | $6,918-18.0% |