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 7-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 | $9,982 | $79,171-87.4% | $102,423-90.3% | $74,495-86.6% |
| Participation rate | 94.3% | 74.8%+19.5pp | 76.5%+17.9pp | 67.2%+27.1pp |
| Annual return | 8.43% | 54.93%-46.5pp | 29.32%-20.9pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $791 | $2,362-66.5% | $3,023-73.8% | $2,623-69.9% |
| Participant deferral / active EE | $241 | $4,415-94.5% | $5,053-95.2% | $4,346-94.4% |
| Admin fee / account holder | $1,080 | $2,001-46.0% | $9,451-88.6% | $1,942-44.4% |