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 10-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 | $12,391 | $84,233-85.3% | $170,442-92.7% | $70,131-82.3% |
| Participation rate | 98.0% | 70.8%+27.1pp | 83.6%+14.4pp | 69.5%+28.4pp |
| Annual return | 7.06% | 23.06%-16.0pp | 205.93%-198.9pp | 73.14%-66.1pp |
| Employer contribution / active EE | $815 | $3,387-75.9% | $5,433-85.0% | $2,342-65.2% |
| Participant deferral / active EE | $633 | $3,086-79.5% | $4,939-87.2% | $3,332-81.0% |
| Admin fee / account holder | $3,810 | $5,698-33.1% | $13,880-72.6% | $4,645-18.0% |