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 9-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 | $10,522 | $180,449-94.2% | $154,107-93.2% | $135,375-92.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -25.20% | 888.09%-913.3pp | 735.12%-760.3pp | 519.73%-544.9pp |
| Employer contribution / active EE | $1,254 | $6,035-79.2% | $5,298-76.3% | $4,779-73.8% |
| Participant deferral / active EE | $8,068 | $5,806+39.0% | $5,081+58.8% | $5,609+43.8% |
| Admin fee / account holder | $1,814 | $16,143-88.8% | $13,411-86.5% | $10,827-83.2% |