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 | $12,361 | $209,411-94.1% | $178,490-93.1% | $158,922-92.2% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 4.12% | 188.75%-184.6pp | 151.07%-147.0pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,868 | $5,706-67.3% | $5,011-62.7% | $4,761-60.8% |
| Participant deferral / active EE | $862 | $5,954-85.5% | $5,202-83.4% | $5,982-85.6% |
| Admin fee / account holder | $314 | $17,074-98.2% | $13,984-97.8% | $11,246-97.2% |