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 | $11,932 | $53,127-77.5% | $86,590-86.2% | $70,131-83.0% |
| Participation rate | 89.9% | 65.3%+24.5pp | 73.5%+16.3pp | 69.5%+20.3pp |
| Annual return | 9.00% | 27.66%-18.7pp | 964.84%-955.8pp | 73.14%-64.1pp |
| Employer contribution / active EE | $670 | $2,068-67.6% | $2,839-76.4% | $2,342-71.4% |
| Participant deferral / active EE | $593 | $2,696-78.0% | $3,609-83.6% | $3,332-82.2% |
| Admin fee / account holder | $6,022 | $3,585+68.0% | $4,906+22.8% | $4,645+29.6% |