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 | $4,697 | $117,841-96.0% | $102,423-95.4% | $145,922-96.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 5.96% | 31.65%-25.7pp | 29.32%-23.4pp | 561.29%-555.3pp |
| Employer contribution / active EE | $1,639 | $3,615-54.7% | $3,023-45.8% | $4,660-64.8% |
| Participant deferral / active EE | $1,231 | $5,731-78.5% | $5,053-75.6% | $6,688-81.6% |
| Admin fee / account holder | $918 | $13,326-93.1% | $9,451-90.3% | $13,397-93.1% |