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 | $17,737 | $144,119-87.7% | $117,854-84.9% | $147,584-88.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -3.72% | 531.15%-534.9pp | 335.08%-338.8pp | 578.55%-582.3pp |
| Employer contribution / active EE | $1,572 | $4,896-67.9% | $3,786-58.5% | $4,876-67.8% |
| Participant deferral / active EE | $1,030 | $5,316-80.6% | $4,482-77.0% | $5,439-81.1% |
| Admin fee / account holder | $1,146 | $10,886-89.5% | $8,020-85.7% | $10,885-89.5% |