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 | $8,951 | $105,998-91.6% | $92,233-90.3% | $147,584-93.9% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 7.43% | 50.05%-42.6pp | 176.28%-168.9pp | 578.55%-571.1pp |
| Employer contribution / active EE | $3,403 | $4,333-21.5% | $3,679-7.5% | $4,876-30.2% |
| Participant deferral / active EE | $132 | $4,478-97.0% | $3,897-96.6% | $5,439-97.6% |
| Admin fee / account holder | $3,416 | $6,332-46.1% | $5,194-34.2% | $10,885-68.6% |