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 | $1,179 | $202,432-99.4% | $169,368-99.3% | $139,434-99.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.54% | 531.74%-527.2pp | 405.60%-401.1pp | 372.94%-368.4pp |
| Employer contribution / active EE | $736 | $4,692-84.3% | $4,013-81.7% | $4,751-84.5% |
| Participant deferral / active EE | $736 | $6,938-89.4% | $6,221-88.2% | $6,710-89.0% |
| Admin fee / account holder | $364 | $10,708-96.6% | $9,003-96.0% | $11,403-96.8% |