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 | $31,767 | $198,466-84.0% | $170,442-81.4% | $147,584-78.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.34% | 257.29%-252.0pp | 205.93%-200.6pp | 578.55%-573.2pp |
| Employer contribution / active EE | $635 | $6,184-89.7% | $5,433-88.3% | $4,876-87.0% |
| Participant deferral / active EE | $5,520 | $5,629-1.9% | $4,939+11.8% | $5,439+1.5% |
| Admin fee / account holder | $59,411 | $16,852+252.6% | $13,880+328.0% | $10,885+445.8% |