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 | $5,047 | $107,334-95.3% | $92,893-94.6% | $152,861-96.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.74% | 145.58%-134.8pp | 109.41%-98.7pp | 345.32%-334.6pp |
| Employer contribution / active EE | $3,534 | $4,221-16.3% | $3,653-3.3% | $4,762-25.8% |
| Participant deferral / active EE | $372 | $4,845-92.3% | $4,236-91.2% | $5,850-93.6% |
| Admin fee / account holder | $1,839 | $7,079-74.0% | $5,794-68.3% | $11,596-84.1% |