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 | $10,128 | $82,978-87.8% | $129,995-92.2% | $71,457-85.8% |
| Participation rate | 72.3% | 74.1%-1.8pp | 78.5%-6.2pp | 67.9%+4.4pp |
| Annual return | 12.95% | 20.60%-7.7pp | -137.18%+150.1pp | 28.85%-15.9pp |
| Employer contribution / active EE | $984 | $2,622-62.5% | $4,320-77.2% | $2,588-62.0% |
| Participant deferral / active EE | $892 | $4,432-79.9% | $5,820-84.7% | $4,289-79.2% |
| Admin fee / account holder | $918 | $1,729-46.9% | $10,614-91.4% | $1,587-42.2% |