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 | $25,200 | $171,865-85.3% | $149,718-83.2% | $147,584-82.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.27% | 2113.22%-2110.9pp | 1501.63%-1499.4pp | 578.55%-576.3pp |
| Employer contribution / active EE | $2,206 | $6,275-64.8% | $5,445-59.5% | $4,876-54.8% |
| Participant deferral / active EE | $2,219 | $7,271-69.5% | $6,569-66.2% | $5,439-59.2% |
| Admin fee / account holder | $40,256 | $13,799+191.7% | $11,283+256.8% | $10,885+269.8% |