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 | $18,886 | $150,187-87.4% | $120,354-84.3% | $145,922-87.1% |
| Participation rate | 82.6% | 78.8%+3.9pp | 71.9%+10.7pp | 80.3%+2.3pp |
| Annual return | 8.29% | 154.07%-145.8pp | 107.15%-98.9pp | 561.29%-553.0pp |
| Employer contribution / active EE | $879 | $4,348-79.8% | $3,463-74.6% | $4,660-81.1% |
| Participant deferral / active EE | $1,260 | $6,173-79.6% | $4,991-74.8% | $6,688-81.2% |
| Admin fee / account holder | $3,844 | $12,207-68.5% | $9,423-59.2% | $13,397-71.3% |