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 8-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 | $13,189 | $148,534-91.1% | $135,903-90.3% | $139,434-90.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.87% | 79.19%-74.3pp | 68.23%-63.4pp | 372.94%-368.1pp |
| Employer contribution / active EE | $1,681 | $5,243-67.9% | $4,856-65.4% | $4,751-64.6% |
| Participant deferral / active EE | $2,320 | $8,100-71.4% | $7,758-70.1% | $6,710-65.4% |
| Admin fee / account holder | $600 | $12,400-95.2% | $10,762-94.4% | $11,403-94.7% |