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 | $25,079 | $110,094-77.2% | $151,611-83.5% | $68,494-63.4% |
| Participation rate | 88.1% | 84.0%+4.2pp | 87.5%+0.6pp | 67.9%+20.2pp |
| Annual return | -19.69% | -10.12%-9.6pp | 3.33%-23.0pp | -7.84%-11.8pp |
| Employer contribution / active EE | $4,401 | $4,471-1.6% | $6,166-28.6% | $2,596+69.5% |
| Participant deferral / active EE | $1,697 | $6,527-74.0% | $8,363-79.7% | $4,027-57.9% |
| Admin fee / account holder | $3,351 | $7,719-56.6% | $11,616-71.2% | $5,403-38.0% |