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 | $5,867 | $127,065-95.4% | $113,168-94.8% | $142,382-95.9% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 9.64% | 24.03%-14.4pp | 24.27%-14.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,597 | $3,442-53.6% | $2,975-46.3% | $4,299-62.9% |
| Participant deferral / active EE | $1,133 | $5,716-80.2% | $5,107-77.8% | $6,507-82.6% |
| Admin fee / account holder | $874 | $15,736-94.4% | $12,068-92.8% | $12,624-93.1% |