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 | $10,932 | $65,365-83.3% | $92,893-88.2% | $72,985-85.0% |
| Participation rate | 89.7% | 68.3%+21.3pp | 76.0%+13.7pp | 69.5%+20.2pp |
| Annual return | 7.96% | 42.10%-34.1pp | 109.41%-101.5pp | 81.00%-73.0pp |
| Employer contribution / active EE | $1,514 | $2,594-41.6% | $3,653-58.5% | $2,440-37.9% |
| Participant deferral / active EE | $385 | $3,128-87.7% | $4,236-90.9% | $3,607-89.3% |
| Admin fee / account holder | $5,224 | $4,251+22.9% | $5,794-9.8% | $5,124+1.9% |