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 | $15,997 | $150,440-89.4% | $136,294-88.3% | $147,584-89.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.55% | 1049.08%-1039.5pp | 5155.94%-5146.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $989 | $5,256-81.2% | $4,695-78.9% | $4,876-79.7% |
| Participant deferral / active EE | $1,216 | $6,630-81.7% | $6,247-80.5% | $5,439-77.6% |
| Admin fee / account holder | $3,081 | $10,905-71.7% | $9,243-66.7% | $10,885-71.7% |