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 9-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 | $11,198 | $181,894-93.8% | $156,549-92.8% | $273,961-95.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -4.48% | 30.74%-35.2pp | 32.23%-36.7pp | 41.45%-45.9pp |
| Employer contribution / active EE | $1,865 | $6,248-70.1% | $5,501-66.1% | $4,869-61.7% |
| Participant deferral / active EE | $548 | $5,550-90.1% | $4,871-88.7% | $5,287-89.6% |
| Admin fee / account holder | $75,781 | $15,559+387.0% | $13,027+481.7% | $10,132+647.9% |