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 | $10,413 | $63,346-83.6% | $92,233-88.7% | $70,131-85.2% |
| Participation rate | 84.8% | 68.7%+16.2pp | 76.5%+8.4pp | 69.5%+15.3pp |
| Annual return | 11.68% | 530.12%-518.4pp | 176.28%-164.6pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,702 | $2,471-31.1% | $3,679-53.7% | $2,342-27.3% |
| Participant deferral / active EE | $695 | $2,854-75.6% | $3,897-82.2% | $3,332-79.1% |
| Admin fee / account holder | $3,168 | $3,840-17.5% | $5,194-39.0% | $4,645-31.8% |