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 4-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 | $4,433 | $106,584-95.8% | $101,326-95.6% | $142,382-96.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 4.33% | 36.93%-32.6pp | 36.82%-32.5pp | 217.08%-212.7pp |
| Employer contribution / active EE | $1,034 | $3,956-73.9% | $3,665-71.8% | $4,299-75.9% |
| Participant deferral / active EE | $1,214 | $8,297-85.4% | $7,994-84.8% | $6,507-81.3% |
| Admin fee / account holder | $21,331 | $11,446+86.4% | $11,185+90.7% | $12,624+69.0% |