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 | $16,017 | $152,460-89.5% | $118,746-86.5% | $147,584-89.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 3.51% | 17.41%-13.9pp | 24.54%-21.0pp | 578.55%-575.0pp |
| Employer contribution / active EE | $2,097 | $5,046-58.5% | $4,193-50.0% | $4,876-57.0% |
| Participant deferral / active EE | $1,047 | $6,212-83.1% | $5,332-80.4% | $5,439-80.7% |
| Admin fee / account holder | $1,867 | $16,953-89.0% | $10,720-82.6% | $10,885-82.9% |