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 | $16,494 | $183,963-91.0% | $162,163-89.8% | $152,861-89.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 6.65% | 150.76%-144.1pp | 115.59%-108.9pp | 345.32%-338.7pp |
| Employer contribution / active EE | $2,906 | $6,371-54.4% | $5,614-48.2% | $4,762-39.0% |
| Participant deferral / active EE | $573 | $8,034-92.9% | $7,298-92.2% | $5,850-90.2% |
| Admin fee / account holder | $678 | $13,121-94.8% | $10,843-93.7% | $11,596-94.1% |