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 8-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 | $16,497 | $176,812-90.7% | $146,665-88.8% | $167,490-90.2% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | -0.56% | 24.03%-24.6pp | 22.74%-23.3pp | 478.56%-479.1pp |
| Employer contribution / active EE | $1,448 | $5,160-71.9% | $4,136-65.0% | $4,837-70.1% |
| Participant deferral / active EE | $1,447 | $6,440-77.5% | $5,506-73.7% | $6,341-77.2% |
| Admin fee / account holder | $850 | $13,259-93.6% | $10,280-91.7% | $12,309-93.1% |