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 4-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 | $6,316 | $159,602-96.0% | $150,045-95.8% | $142,382-95.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 9.78% | 70.24%-60.5pp | 62.55%-52.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $906 | $4,961-81.7% | $4,693-80.7% | $4,299-78.9% |
| Participant deferral / active EE | $906 | $8,310-89.1% | $7,997-88.7% | $6,507-86.1% |
| Admin fee / account holder | $5,672 | $14,846-61.8% | $13,435-57.8% | $12,624-55.1% |