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 | $25,569 | $202,318-87.4% | $172,739-85.2% | $152,861-83.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.05% | 1029.65%-1024.6pp | 802.84%-797.8pp | 345.32%-340.3pp |
| Employer contribution / active EE | $2,053 | $5,856-64.9% | $5,143-60.1% | $4,762-56.9% |
| Participant deferral / active EE | $976 | $5,948-83.6% | $5,198-81.2% | $5,850-83.3% |
| Admin fee / account holder | $807 | $17,109-95.3% | $13,954-94.2% | $11,596-93.0% |