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 9-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 | $3,560 | $76,367-95.3% | $93,606-96.2% | $72,985-95.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 14.62% | 25.82%-11.2pp | 32.76%-18.1pp | 81.00%-66.4pp |
| Employer contribution / active EE | $722 | $2,275-68.3% | $2,718-73.4% | $2,440-70.4% |
| Participant deferral / active EE | $534 | $3,538-84.9% | $4,069-86.9% | $3,607-85.2% |
| Admin fee / account holder | $346 | $6,838-94.9% | $7,888-95.6% | $5,124-93.2% |