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 9-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 | $11,270 | $106,515-89.4% | $96,683-88.3% | $139,434-91.9% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.3%-0.4pp | 80.3%-6.4pp |
| Annual return | 8.99% | 38.43%-29.4pp | 35.69%-26.7pp | 372.94%-363.9pp |
| Employer contribution / active EE | $1,566 | $4,103-61.8% | $3,737-58.1% | $4,751-67.0% |
| Participant deferral / active EE | $1,032 | $5,454-81.1% | $4,878-78.8% | $6,710-84.6% |
| Admin fee / account holder | $1,061 | $7,877-86.5% | $6,730-84.2% | $11,403-90.7% |