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 | $5,196 | $99,341-94.8% | $84,750-93.9% | $273,961-98.1% |
| Participation rate | 89.5% | 80.7%+8.8pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | 1.91% | 22.93%-21.0pp | 22.78%-20.9pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,623 | $4,214-61.5% | $3,574-54.6% | $4,869-66.7% |
| Participant deferral / active EE | $697 | $4,269-83.7% | $3,712-81.2% | $5,287-86.8% |
| Admin fee / account holder | $2,080 | $6,644-68.7% | $5,332-61.0% | $10,132-79.5% |