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 | $10,370 | $102,616-89.9% | $81,983-87.4% | $158,922-93.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 4.94% | 61.04%-56.1pp | 41.31%-36.4pp | 302.83%-297.9pp |
| Employer contribution / active EE | $4,060 | $3,240+25.3% | $2,498+62.5% | $4,761-14.7% |
| Participant deferral / active EE | $738 | $4,648-84.1% | $3,722-80.2% | $5,982-87.7% |
| Admin fee / account holder | $2,349 | $8,235-71.5% | $5,664-58.5% | $11,246-79.1% |