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 | $9,154 | $135,952-93.3% | $123,892-92.6% | $273,961-96.7% |
| Participation rate | 70.8% | 84.1%-13.2pp | 81.4%-10.6pp | 83.0%-12.2pp |
| Annual return | 3.37% | 56.63%-53.3pp | 47.52%-44.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,069 | $5,170-79.3% | $4,617-76.9% | $4,869-78.0% |
| Participant deferral / active EE | $1,787 | $6,343-71.8% | $5,984-70.1% | $5,287-66.2% |
| Admin fee / account holder | $2,211 | $9,817-77.5% | $8,357-73.5% | $10,132-78.2% |