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 9-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 | $9,311 | $93,170-90.0% | $100,534-90.7% | $84,808-89.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 10.24% | 47.13%-36.9pp | 32.66%-22.4pp | 40.90%-30.7pp |
| Employer contribution / active EE | $3,517 | $3,985-11.7% | $4,346-19.1% | $2,631+33.7% |
| Participant deferral / active EE | $1,372 | $5,699-75.9% | $6,144-77.7% | $4,212-67.4% |
| Admin fee / account holder | $17,631 | $7,382+138.8% | $7,654+130.3% | $7,344+140.1% |