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.
Employer 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 | $552 | $114,381-99.5% | $107,525-99.5% | $142,382-99.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.97% | 242.71%-238.7pp | 181.32%-177.3pp | 217.08%-213.1pp |
| Employer contribution / active EE | $130 | $4,015-96.8% | $3,754-96.5% | $4,299-97.0% |
| Participant deferral / active EE | $22,068 | $5,564+296.6% | $5,116+331.4% | $6,507+239.1% |
| Admin fee / account holder | $361,321 | $9,860+3564.5% | $8,919+3951.3% | $12,624+2762.2% |