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 | $9,230 | $175,202-94.7% | $149,673-93.8% | $139,434-93.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.18% | 166.71%-158.5pp | 134.42%-126.2pp | 372.94%-364.8pp |
| Employer contribution / active EE | $1,948 | $5,474-64.4% | $4,818-59.6% | $4,751-59.0% |
| Participant deferral / active EE | $1,035 | $6,519-84.1% | $5,680-81.8% | $6,710-84.6% |
| Admin fee / account holder | $7,180 | $16,150-55.5% | $13,210-45.6% | $11,403-37.0% |