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 | $2,451 | $157,256-98.4% | $141,162-98.3% | $152,861-98.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | -3.26% | 64.32%-67.6pp | 71.39%-74.6pp | 345.32%-348.6pp |
| Employer contribution / active EE | $978 | $5,261-81.4% | $4,735-79.3% | $4,762-79.5% |
| Participant deferral / active EE | $400 | $7,109-94.4% | $6,709-94.0% | $5,850-93.2% |
| Admin fee / account holder | $403 | $12,120-96.7% | $10,261-96.1% | $11,596-96.5% |