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 | $13,030 | $154,117-91.5% | $129,995-90.0% | $139,434-90.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 8.82% | 32.48%-23.7pp | -137.18%+146.0pp | 372.94%-364.1pp |
| Employer contribution / active EE | $3,249 | $5,289-38.6% | $4,320-24.8% | $4,751-31.6% |
| Participant deferral / active EE | $503 | $6,710-92.5% | $5,820-91.4% | $6,710-92.5% |
| Admin fee / account holder | $774 | $14,007-94.5% | $10,614-92.7% | $11,403-93.2% |