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 4-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 | $6,778 | $117,841-94.2% | $102,423-93.4% | $145,922-95.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 4.84% | 31.65%-26.8pp | 29.32%-24.5pp | 561.29%-556.4pp |
| Employer contribution / active EE | $1,303 | $3,615-63.9% | $3,023-56.9% | $4,660-72.0% |
| Participant deferral / active EE | $1,611 | $5,731-71.9% | $5,053-68.1% | $6,688-75.9% |
| Admin fee / account holder | $4,288 | $13,326-67.8% | $9,451-54.6% | $13,397-68.0% |