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 | $10,534 | $153,772-93.1% | $133,980-92.1% | $273,961-96.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.64% | 36.51%-35.9pp | 29.30%-28.7pp | 41.45%-40.8pp |
| Employer contribution / active EE | $1,992 | $6,029-67.0% | $5,211-61.8% | $4,869-59.1% |
| Participant deferral / active EE | $1,250 | $6,958-82.0% | $6,282-80.1% | $5,287-76.4% |
| Admin fee / account holder | $1,618 | $11,765-86.2% | $9,324-82.6% | $10,132-84.0% |