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 | $8,055 | $111,754-92.8% | $103,333-92.2% | $145,922-94.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.33% | 24.77%-21.4pp | 24.88%-21.5pp | 561.29%-558.0pp |
| Employer contribution / active EE | $1,563 | $4,212-62.9% | $3,868-59.6% | $4,660-66.4% |
| Participant deferral / active EE | $1,458 | $5,619-74.1% | $5,057-71.2% | $6,688-78.2% |
| Admin fee / account holder | $5,208 | $9,750-46.6% | $8,355-37.7% | $13,397-61.1% |