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 3-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 | $3,678 | $177,572-97.9% | $154,803-97.6% | $142,382-97.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.03% | 65.07%-58.0pp | 58.88%-51.9pp | 217.08%-210.0pp |
| Employer contribution / active EE | $956 | $4,810-80.1% | $4,305-77.8% | $4,299-77.8% |
| Participant deferral / active EE | $1,470 | $6,272-76.6% | $5,540-73.5% | $6,507-77.4% |
| Admin fee / account holder | $13,864 | $16,786-17.4% | $14,329-3.2% | $12,624+9.8% |