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 | $21,602 | $85,766-74.8% | $136,294-84.2% | $70,131-69.2% |
| Participation rate | 73.7% | 74.2%-0.5pp | 81.9%-8.2pp | 69.5%+4.1pp |
| Annual return | 7.92% | 31.45%-23.5pp | 5155.94%-5148.0pp | 73.14%-65.2pp |
| Employer contribution / active EE | $1,132 | $2,966-61.8% | $4,695-75.9% | $2,342-51.7% |
| Participant deferral / active EE | $885 | $5,051-82.5% | $6,247-85.8% | $3,332-73.4% |
| Admin fee / account holder | $8,947 | $5,420+65.1% | $9,243-3.2% | $4,645+92.6% |