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 | $20,216 | $105,181-80.8% | $159,436-87.3% | $85,850-76.5% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.8%+2.5pp | 69.3%+16.0pp |
| Annual return | 10.80% | 45.07%-34.3pp | 263.57%-252.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,618 | $3,318-51.2% | $4,829-66.5% | $2,565-36.9% |
| Participant deferral / active EE | $1,945 | $5,945-67.3% | $7,352-73.5% | $3,952-50.8% |
| Admin fee / account holder | $4,482 | $6,933-35.4% | $10,799-58.5% | $6,260-28.4% |