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 | $7,990 | $85,202-90.6% | $172,739-95.4% | $72,985-89.1% |
| Participation rate | 91.8% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.4pp |
| Annual return | 2.93% | 27.32%-24.4pp | 802.84%-799.9pp | 81.00%-78.1pp |
| Employer contribution / active EE | $1,123 | $3,324-66.2% | $5,143-78.2% | $2,440-54.0% |
| Participant deferral / active EE | $693 | $3,260-78.8% | $5,198-86.7% | $3,607-80.8% |
| Admin fee / account holder | $3,782 | $5,884-35.7% | $13,954-72.9% | $5,124-26.2% |