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 | $20,230 | $157,256-87.1% | $141,162-85.7% | $152,861-86.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | -10.19% | 64.32%-74.5pp | 71.39%-81.6pp | 345.32%-355.5pp |
| Employer contribution / active EE | $2,001 | $5,261-62.0% | $4,735-57.7% | $4,762-58.0% |
| Participant deferral / active EE | $1,097 | $7,109-84.6% | $6,709-83.6% | $5,850-81.2% |
| Admin fee / account holder | $34,174 | $12,120+182.0% | $10,261+233.0% | $11,596+194.7% |