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 | $33,968 | $137,414-75.3% | $189,513-82.1% | $85,850-60.4% |
| Participation rate | 84.2% | 84.6%-0.4pp | 87.8%-3.6pp | 69.3%+14.9pp |
| Annual return | 11.24% | 38.14%-26.9pp | 555.15%-543.9pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,428 | $4,344-67.1% | $6,162-76.8% | $2,565-44.3% |
| Participant deferral / active EE | $2,136 | $6,260-65.9% | $8,221-74.0% | $3,952-45.9% |
| Admin fee / account holder | $5,761 | $8,630-33.2% | $12,045-52.2% | $6,260-8.0% |