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 | $19,140 | $135,952-85.9% | $123,892-84.6% | $273,961-93.0% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | -3.10% | 56.63%-59.7pp | 47.52%-50.6pp | 41.45%-44.5pp |
| Employer contribution / active EE | $1,930 | $5,170-62.7% | $4,617-58.2% | $4,869-60.4% |
| Participant deferral / active EE | $687 | $6,343-89.2% | $5,984-88.5% | $5,287-87.0% |
| Admin fee / account holder | $412 | $9,817-95.8% | $8,357-95.1% | $10,132-95.9% |