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 3-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 | $7,295 | $154,228-95.3% | $145,433-95.0% | $137,256-94.7% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 9.34% | 74.59%-65.3pp | 66.58%-57.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,062 | $4,804-77.9% | $4,554-76.7% | $4,156-74.4% |
| Participant deferral / active EE | $1,677 | $8,216-79.6% | $7,897-78.8% | $6,407-73.8% |
| Admin fee / account holder | $2,251 | $14,344-84.3% | $13,129-82.9% | $12,270-81.7% |