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 | $12,513 | $135,952-90.8% | $123,892-89.9% | $273,961-95.4% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | -4.29% | 56.63%-60.9pp | 47.52%-51.8pp | 41.45%-45.7pp |
| Employer contribution / active EE | $1,807 | $5,170-65.1% | $4,617-60.9% | $4,869-62.9% |
| Participant deferral / active EE | $1,976 | $6,343-68.8% | $5,984-67.0% | $5,287-62.6% |
| Admin fee / account holder | $22,926 | $9,817+133.5% | $8,357+174.3% | $10,132+126.3% |