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 9-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 | $8,023 | $155,788-94.9% | $124,672-93.6% | $167,490-95.2% |
| Participation rate | 83.3% | 81.1%+2.2pp | 74.6%+8.7pp | 82.1%+1.2pp |
| Annual return | -20.90% | 17.97%-38.9pp | 5142.93%-5163.8pp | 478.56%-499.5pp |
| Employer contribution / active EE | $4,887 | $4,163+17.4% | $3,324+47.0% | $4,837+1.0% |
| Participant deferral / active EE | $1,051 | $5,673-81.5% | $4,614-77.2% | $6,341-83.4% |
| Admin fee / account holder | $2,117 | $9,531-77.8% | $7,493-71.7% | $12,309-82.8% |