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 | $19,527 | $105,181-81.4% | $159,436-87.8% | $85,850-77.3% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.8%-12.2pp | 69.3%+1.3pp |
| Annual return | 10.33% | 45.07%-34.7pp | 263.57%-253.2pp | 318.53%-308.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,561 | $5,945-73.7% | $7,352-78.8% | $3,952-60.5% |
| Admin fee / account holder | $8,710 | $6,933+25.6% | $10,799-19.3% | $6,260+39.1% |