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 | $39,816 | $137,414-71.0% | $189,513-79.0% | $85,850-53.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.53% | 38.14%-27.6pp | 555.15%-544.6pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,965 | $4,344-54.8% | $6,162-68.1% | $2,565-23.4% |
| Participant deferral / active EE | $2,144 | $6,260-65.7% | $8,221-73.9% | $3,952-45.7% |
| Admin fee / account holder | $1,331 | $8,630-84.6% | $12,045-89.0% | $6,260-78.7% |