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 | $2,970 | $77,813-96.2% | $123,544-97.6% | $64,186-95.4% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | -13.85% | 12.48%-26.3pp | 119.20%-133.0pp | 7.63%-21.5pp |
| Employer contribution / active EE | $2,497 | $3,014-17.2% | $4,628-46.1% | $2,381+4.9% |
| Participant deferral / active EE | $143 | $5,240-97.3% | $6,426-97.8% | $3,470-95.9% |
| Admin fee / account holder | $1,205 | $5,519-78.2% | $9,284-87.0% | $4,888-75.3% |