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 | $5,942 | $126,574-95.3% | $106,213-94.4% | $145,922-95.9% |
| Participation rate | 79.2% | 77.6%+1.5pp | 75.3%+3.9pp | 80.3%-1.1pp |
| Annual return | 2.56% | 224.79%-222.2pp | 116.14%-113.6pp | 561.29%-558.7pp |
| Employer contribution / active EE | $2,001 | $3,730-46.4% | $3,171-36.9% | $4,660-57.1% |
| Participant deferral / active EE | $1,502 | $5,724-73.8% | $5,016-70.1% | $6,688-77.5% |
| Admin fee / account holder | $3,720 | $17,304-78.5% | $11,033-66.3% | $13,397-72.2% |