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 | $11,428 | $85,202-86.6% | $172,739-93.4% | $72,985-84.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.14% | 27.32%-23.2pp | 802.84%-798.7pp | 81.00%-76.9pp |
| Employer contribution / active EE | $1,198 | $3,324-64.0% | $5,143-76.7% | $2,440-50.9% |
| Participant deferral / active EE | $765 | $3,260-76.5% | $5,198-85.3% | $3,607-78.8% |
| Admin fee / account holder | $444 | $5,884-92.5% | $13,954-96.8% | $5,124-91.3% |