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 8-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 | $14,219 | $71,883-80.2% | $86,677-83.6% | $68,494-79.2% |
| Participation rate | 96.7% | 72.2%+24.4pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | -21.81% | 3.52%-25.3pp | 35.91%-57.7pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,119 | $2,173-48.5% | $2,836-60.5% | $2,596-56.9% |
| Participant deferral / active EE | $1,415 | $3,779-62.6% | $4,656-69.6% | $4,027-64.9% |
| Admin fee / account holder | $651 | $6,112-89.4% | $7,493-91.3% | $5,403-88.0% |