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 10-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 | $12,898 | $124,281-89.6% | $109,143-88.2% | $167,490-92.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 8.55% | 26.04%-17.5pp | 25.75%-17.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,213 | $4,207-71.2% | $3,722-67.4% | $4,837-74.9% |
| Participant deferral / active EE | $933 | $5,255-82.2% | $4,653-79.9% | $6,341-85.3% |
| Admin fee / account holder | $5,662 | $7,970-29.0% | $6,752-16.1% | $12,309-54.0% |