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 | $3,249 | $133,922-97.6% | $116,228-97.2% | $142,382-97.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 8.63% | 147.76%-139.1pp | 90.06%-81.4pp | 217.08%-208.4pp |
| Employer contribution / active EE | $971 | $3,446-71.8% | $2,994-67.6% | $4,299-77.4% |
| Participant deferral / active EE | $971 | $5,672-82.9% | $4,953-80.4% | $6,507-85.1% |
| Admin fee / account holder | $2,933 | $14,945-80.4% | $11,989-75.5% | $12,624-76.8% |