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 | $4,432 | $115,770-96.2% | $101,248-95.6% | $158,922-97.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.99% | 56.14%-50.1pp | 46.47%-40.5pp | 302.83%-296.8pp |
| Employer contribution / active EE | $1,162 | $4,175-72.2% | $3,660-68.2% | $4,761-75.6% |
| Participant deferral / active EE | $677 | $4,957-86.3% | $4,370-84.5% | $5,982-88.7% |
| Admin fee / account holder | $1,295 | $7,245-82.1% | $5,945-78.2% | $11,246-88.5% |