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 | $15,026 | $160,055-90.6% | $140,016-89.3% | $135,375-88.9% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -9.31% | 911.38%-920.7pp | 651.12%-660.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,017 | $6,420-68.6% | $5,606-64.0% | $4,779-57.8% |
| Participant deferral / active EE | $2,361 | $7,642-69.1% | $6,927-65.9% | $5,609-57.9% |
| Admin fee / account holder | $1,368 | $13,328-89.7% | $10,705-87.2% | $10,827-87.4% |