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 | $9,908 | $185,822-94.7% | $169,993-94.2% | $139,434-92.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.47% | 60.50%-55.0pp | 53.37%-47.9pp | 372.94%-367.5pp |
| Employer contribution / active EE | $1,947 | $7,590-74.3% | $6,785-71.3% | $4,751-59.0% |
| Participant deferral / active EE | $734 | $11,622-93.7% | $10,408-92.9% | $6,710-89.1% |
| Admin fee / account holder | $79,661 | $15,381+417.9% | $12,815+521.6% | $11,403+598.6% |