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 | $14,269 | $198,466-92.8% | $170,442-91.6% | $147,584-90.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.99% | 257.29%-250.3pp | 205.93%-198.9pp | 578.55%-571.6pp |
| Employer contribution / active EE | $2,614 | $6,184-57.7% | $5,433-51.9% | $4,876-46.4% |
| Participant deferral / active EE | $1,309 | $5,629-76.7% | $4,939-73.5% | $5,439-75.9% |
| Admin fee / account holder | $307 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |