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 | $9,447 | $84,233-88.8% | $170,442-94.5% | $70,131-86.5% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 10.84% | 23.06%-12.2pp | 205.93%-195.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $477 | $3,387-85.9% | $5,433-91.2% | $2,342-79.6% |
| Participant deferral / active EE | $429 | $3,086-86.1% | $4,939-91.3% | $3,332-87.1% |
| Admin fee / account holder | $1,178 | $5,698-79.3% | $13,880-91.5% | $4,645-74.6% |