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 8-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 | $10,559 | $124,281-91.5% | $109,143-90.3% | $167,490-93.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.88% | 26.04%-17.2pp | 25.75%-16.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $11,654 | $4,207+177.0% | $3,722+213.1% | $4,837+140.9% |
| Participant deferral / active EE | $487 | $5,255-90.7% | $4,653-89.5% | $6,341-92.3% |
| Admin fee / account holder | $4,868 | $7,970-38.9% | $6,752-27.9% | $12,309-60.5% |