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 | $9,365 | $115,882-91.9% | $100,516-90.7% | $158,922-94.1% |
| Participation rate | 89.5% | 81.6%+7.9pp | 79.4%+10.1pp | 82.0%+7.5pp |
| Annual return | -0.11% | 34.79%-34.9pp | 30.89%-31.0pp | 302.83%-302.9pp |
| Employer contribution / active EE | $715 | $4,103-82.6% | $3,418-79.1% | $4,761-85.0% |
| Participant deferral / active EE | $849 | $6,674-87.3% | $6,270-86.5% | $5,982-85.8% |
| Admin fee / account holder | $19,734 | $10,995+79.5% | $8,081+144.2% | $11,246+75.5% |