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 | $26,073 | $198,466-86.9% | $170,442-84.7% | $147,584-82.3% |
| Participation rate | 84.2% | 88.0%-3.8pp | 83.6%+0.6pp | 82.8%+1.4pp |
| Annual return | 4.79% | 257.29%-252.5pp | 205.93%-201.1pp | 578.55%-573.8pp |
| Employer contribution / active EE | $1,539 | $6,184-75.1% | $5,433-71.7% | $4,876-68.4% |
| Participant deferral / active EE | $1,546 | $5,629-72.5% | $4,939-68.7% | $5,439-71.6% |
| Admin fee / account holder | $680 | $16,852-96.0% | $13,880-95.1% | $10,885-93.8% |