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 | $25,743 | $137,414-81.3% | $189,513-86.4% | $85,850-70.0% |
| Participation rate | 90.6% | 84.6%+6.0pp | 87.8%+2.8pp | 69.3%+21.3pp |
| Annual return | 7.07% | 38.14%-31.1pp | 555.15%-548.1pp | 318.53%-311.5pp |
| Employer contribution / active EE | $1,527 | $4,344-64.9% | $6,162-75.2% | $2,565-40.5% |
| Participant deferral / active EE | $1,818 | $6,260-71.0% | $8,221-77.9% | $3,952-54.0% |
| Admin fee / account holder | $6,991 | $8,630-19.0% | $12,045-42.0% | $6,260+11.7% |