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 7-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 | $15,360 | $175,202-91.2% | $149,673-89.7% | $139,434-89.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.80% | 166.71%-156.9pp | 134.42%-124.6pp | 372.94%-363.1pp |
| Employer contribution / active EE | $4,288 | $5,474-21.7% | $4,818-11.0% | $4,751-9.7% |
| Participant deferral / active EE | $49 | $6,519-99.2% | $5,680-99.1% | $6,710-99.3% |
| Admin fee / account holder | $1,592 | $16,150-90.1% | $13,210-88.0% | $11,403-86.0% |