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 | $9,921 | $179,726-94.5% | $156,263-93.7% | $142,382-93.0% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 4.01% | 77.86%-73.9pp | 59.47%-55.5pp | 217.08%-213.1pp |
| Employer contribution / active EE | $1,195 | $5,069-76.4% | $4,333-72.4% | $4,299-72.2% |
| Participant deferral / active EE | $1,195 | $6,956-82.8% | $6,158-80.6% | $6,507-81.6% |
| Admin fee / account holder | $2,583 | $17,272-85.0% | $14,255-81.9% | $12,624-79.5% |