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 | $5,603 | $154,228-96.4% | $145,433-96.1% | $137,256-95.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 5.07% | 74.59%-69.5pp | 66.58%-61.5pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,295 | $4,804-73.0% | $4,554-71.6% | $4,156-68.8% |
| Participant deferral / active EE | $1,391 | $8,216-83.1% | $7,897-82.4% | $6,407-78.3% |
| Admin fee / account holder | $11,562 | $14,344-19.4% | $13,129-11.9% | $12,270-5.8% |