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 | $13,976 | $135,952-89.7% | $123,892-88.7% | $273,961-94.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.94% | 56.63%-54.7pp | 47.52%-45.6pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,286 | $5,170-75.1% | $4,617-72.1% | $4,869-73.6% |
| Participant deferral / active EE | $1,839 | $6,343-71.0% | $5,984-69.3% | $5,287-65.2% |
| Admin fee / account holder | $417 | $9,817-95.8% | $8,357-95.0% | $10,132-95.9% |