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 | $29,250 | $100,041-70.8% | $149,718-80.5% | $70,131-58.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 9.56% | 27.43%-17.9pp | 1501.63%-1492.1pp | 73.14%-63.6pp |
| Employer contribution / active EE | $1,550 | $3,662-57.7% | $5,445-71.5% | $2,342-33.8% |
| Participant deferral / active EE | $1,078 | $4,983-78.4% | $6,569-83.6% | $3,332-67.7% |
| Admin fee / account holder | $1,546 | $8,286-81.3% | $11,283-86.3% | $4,645-66.7% |