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 6-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 | $4,138 | $110,257-96.2% | $96,544-95.7% | $139,434-97.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 6.88% | 26.32%-19.4pp | 25.84%-19.0pp | 372.94%-366.1pp |
| Employer contribution / active EE | $1,930 | $3,620-46.7% | $2,965-34.9% | $4,751-59.4% |
| Participant deferral / active EE | $1,321 | $5,548-76.2% | $4,851-72.8% | $6,710-80.3% |
| Admin fee / account holder | $608 | $11,591-94.8% | $8,252-92.6% | $11,403-94.7% |