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 | $7,926 | $105,998-92.5% | $92,233-91.4% | $147,584-94.6% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.5%+7.7pp | 82.8%+1.4pp |
| Annual return | 7.41% | 50.05%-42.6pp | 176.28%-168.9pp | 578.55%-571.1pp |
| Employer contribution / active EE | $972 | $4,333-77.6% | $3,679-73.6% | $4,876-80.1% |
| Participant deferral / active EE | $1,091 | $4,478-75.6% | $3,897-72.0% | $5,439-79.9% |
| Admin fee / account holder | $479 | $6,332-92.4% | $5,194-90.8% | $10,885-95.6% |