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 7-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 | $14,932 | $78,672-81.0% | $109,143-86.3% | $85,850-82.6% |
| Participation rate | 96.2% | 68.3%+28.0pp | 75.9%+20.3pp | 69.3%+26.9pp |
| Annual return | -2.12% | 25.09%-27.2pp | 25.75%-27.9pp | 318.53%-320.7pp |
| Employer contribution / active EE | $4,135 | $2,735+51.2% | $3,722+11.1% | $2,565+61.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,996 | $5,469-63.5% | $6,752-70.4% | $6,260-68.1% |