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 5-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 | $15,017 | $80,673-81.4% | $101,326-85.2% | $84,808-82.3% |
| Participation rate | 87.9% | 77.8%+10.1pp | 81.5%+6.4pp | 68.3%+19.6pp |
| Annual return | 12.04% | 38.95%-26.9pp | 36.82%-24.8pp | 40.90%-28.9pp |
| Employer contribution / active EE | $534 | $2,698-80.2% | $3,665-85.4% | $2,631-79.7% |
| Participant deferral / active EE | $1,109 | $6,840-83.8% | $7,994-86.1% | $4,212-73.7% |
| Admin fee / account holder | $4,759 | $12,784-62.8% | $11,185-57.5% | $7,344-35.2% |