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 | $17,121 | $76,367-77.6% | $93,606-81.7% | $72,985-76.5% |
| Participation rate | 97.9% | 71.7%+26.2pp | 75.8%+22.1pp | 69.5%+28.4pp |
| Annual return | -15.43% | 25.82%-41.2pp | 32.76%-48.2pp | 81.00%-96.4pp |
| Employer contribution / active EE | $1,875 | $2,275-17.6% | $2,718-31.0% | $2,440-23.2% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $925 | $6,838-86.5% | $7,888-88.3% | $5,124-81.9% |