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 | $19,783 | $105,181-81.2% | $159,436-87.6% | $85,850-77.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.98% | 45.07%-34.1pp | 263.57%-252.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $3,576 | $3,318+7.8% | $4,829-25.9% | $2,565+39.4% |
| Participant deferral / active EE | $1,746 | $5,945-70.6% | $7,352-76.3% | $3,952-55.8% |
| Admin fee / account holder | $1,174 | $6,933-83.1% | $10,799-89.1% | $6,260-81.2% |