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 | $9,054 | $183,963-95.1% | $162,163-94.4% | $152,861-94.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 8.35% | 150.76%-142.4pp | 115.59%-107.2pp | 345.32%-337.0pp |
| Employer contribution / active EE | $3,395 | $6,371-46.7% | $5,614-39.5% | $4,762-28.7% |
| Participant deferral / active EE | $2,007 | $8,034-75.0% | $7,298-72.5% | $5,850-65.7% |
| Admin fee / account holder | $63,276 | $13,121+382.2% | $10,843+483.6% | $11,596+445.6% |