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 3-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 | $3,339 | $80,717-95.9% | $154,803-97.8% | $84,808-96.1% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | -5.54% | 37.96%-43.5pp | 58.88%-64.4pp | 40.90%-46.4pp |
| Employer contribution / active EE | $458 | $2,761-83.4% | $4,305-89.4% | $2,631-82.6% |
| Participant deferral / active EE | $727 | $3,303-78.0% | $5,540-86.9% | $4,212-82.7% |
| Admin fee / account holder | $2,438 | $6,746-63.9% | $14,329-83.0% | $7,344-66.8% |