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 | $8,209 | $85,202-90.4% | $172,739-95.2% | $72,985-88.8% |
| Participation rate | 94.2% | 70.1%+24.2pp | 82.6%+11.6pp | 69.5%+24.7pp |
| Annual return | 11.46% | 27.32%-15.9pp | 802.84%-791.4pp | 81.00%-69.5pp |
| Employer contribution / active EE | $762 | $3,324-77.1% | $5,143-85.2% | $2,440-68.8% |
| Participant deferral / active EE | $557 | $3,260-82.9% | $5,198-89.3% | $3,607-84.6% |
| Admin fee / account holder | $3,515 | $5,884-40.3% | $13,954-74.8% | $5,124-31.4% |