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 | $12,052 | $160,055-92.5% | $140,016-91.4% | $135,375-91.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -10.73% | 911.38%-922.1pp | 651.12%-661.8pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,431 | $6,420-77.7% | $5,606-74.5% | $4,779-70.1% |
| Participant deferral / active EE | $1,840 | $7,642-75.9% | $6,927-73.4% | $5,609-67.2% |
| Admin fee / account holder | $3,725 | $13,328-72.1% | $10,705-65.2% | $10,827-65.6% |