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 4-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 | $10,406 | $106,584-90.2% | $101,326-89.7% | $142,382-92.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 4.22% | 36.93%-32.7pp | 36.82%-32.6pp | 217.08%-212.9pp |
| Employer contribution / active EE | $802 | $3,956-79.7% | $3,665-78.1% | $4,299-81.4% |
| Participant deferral / active EE | $807 | $8,297-90.3% | $7,994-89.9% | $6,507-87.6% |
| Admin fee / account holder | $2,901 | $11,446-74.7% | $11,185-74.1% | $12,624-77.0% |