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 8-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 | $6,583 | $84,233-92.2% | $170,442-96.1% | $70,131-90.6% |
| Participation rate | 93.7% | 70.8%+22.8pp | 83.6%+10.1pp | 69.5%+24.1pp |
| Annual return | 7.56% | 23.06%-15.5pp | 205.93%-198.4pp | 73.14%-65.6pp |
| Employer contribution / active EE | $665 | $3,387-80.4% | $5,433-87.8% | $2,342-71.6% |
| Participant deferral / active EE | $304 | $3,086-90.1% | $4,939-93.8% | $3,332-90.9% |
| Admin fee / account holder | $949 | $5,698-83.3% | $13,880-93.2% | $4,645-79.6% |