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 | $23,010 | $185,822-87.6% | $169,993-86.5% | $139,434-83.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.02% | 60.50%-56.5pp | 53.37%-49.4pp | 372.94%-368.9pp |
| Employer contribution / active EE | $1,604 | $7,590-78.9% | $6,785-76.4% | $4,751-66.2% |
| Participant deferral / active EE | $2,831 | $11,622-75.6% | $10,408-72.8% | $6,710-57.8% |
| Admin fee / account holder | $1,635 | $15,381-89.4% | $12,815-87.2% | $11,403-85.7% |