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 | $8,918 | $126,574-93.0% | $106,213-91.6% | $145,922-93.9% |
| Participation rate | 72.7% | 77.6%-4.9pp | 75.3%-2.6pp | 80.3%-7.5pp |
| Annual return | 6.86% | 224.79%-217.9pp | 116.14%-109.3pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,890 | $3,730-49.3% | $3,171-40.4% | $4,660-59.4% |
| Participant deferral / active EE | $1,043 | $5,724-81.8% | $5,016-79.2% | $6,688-84.4% |
| Admin fee / account holder | $6,635 | $17,304-61.7% | $11,033-39.9% | $13,397-50.5% |