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 8-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 | $6,850 | $102,317-93.3% | $146,958-95.3% | $80,856-91.5% |
| Participation rate | 90.6% | 75.8%+14.7pp | 82.2%+8.4pp | 67.6%+22.9pp |
| Annual return | 11.07% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,134 | $3,713-42.5% | $4,933-56.7% | $2,755-22.5% |
| Participant deferral / active EE | $1,780 | $6,644-73.2% | $8,070-77.9% | $4,296-58.6% |
| Admin fee / account holder | $1,606 | $7,941-79.8% | $12,998-87.6% | $6,918-76.8% |