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 | $34,076 | $137,414-75.2% | $189,513-82.0% | $85,850-60.3% |
| Participation rate | 98.4% | 84.6%+13.7pp | 87.8%+10.6pp | 69.3%+29.0pp |
| Annual return | 5.80% | 38.14%-32.3pp | 555.15%-549.4pp | 318.53%-312.7pp |
| Employer contribution / active EE | $1,747 | $4,344-59.8% | $6,162-71.6% | $2,565-31.9% |
| Participant deferral / active EE | $1,571 | $6,260-74.9% | $8,221-80.9% | $3,952-60.2% |
| Admin fee / account holder | $367 | $8,630-95.8% | $12,045-97.0% | $6,260-94.1% |