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 6-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 | $14,071 | $168,632-91.7% | $147,614-90.5% | $125,391-88.8% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -4.09% | 77.65%-81.7pp | 61.98%-66.1pp | 282.22%-286.3pp |
| Employer contribution / active EE | $1,565 | $6,252-75.0% | $5,564-71.9% | $4,866-67.8% |
| Participant deferral / active EE | $1,697 | $5,507-69.2% | $4,895-65.3% | $5,352-68.3% |
| Admin fee / account holder | $1,145 | $13,580-91.6% | $11,611-90.1% | $9,540-88.0% |