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 10-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 | $19,347 | $98,750-80.4% | $149,696-87.1% | $79,858-75.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.16% | 27.43%-15.3pp | 276.60%-264.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,260 | $3,216-29.7% | $4,644-51.3% | $2,471-8.5% |
| Participant deferral / active EE | $1,543 | $5,680-72.8% | $6,842-77.5% | $3,740-58.8% |
| Admin fee / account holder | $313 | $6,053-94.8% | $9,309-96.6% | $5,306-94.1% |