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 | $13,798 | $65,365-78.9% | $92,893-85.1% | $72,985-81.1% |
| Participation rate | 78.7% | 68.3%+10.4pp | 76.0%+2.7pp | 69.5%+9.2pp |
| Annual return | 16.26% | 42.10%-25.8pp | 109.41%-93.2pp | 81.00%-64.7pp |
| Employer contribution / active EE | $1,024 | $2,594-60.5% | $3,653-72.0% | $2,440-58.0% |
| Participant deferral / active EE | $270 | $3,128-91.4% | $4,236-93.6% | $3,607-92.5% |
| Admin fee / account holder | $3,940 | $4,251-7.3% | $5,794-32.0% | $5,124-23.1% |