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 | $15,716 | $153,772-89.8% | $133,980-88.3% | $273,961-94.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -0.06% | 36.51%-36.6pp | 29.30%-29.4pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,365 | $6,029-77.4% | $5,211-73.8% | $4,869-72.0% |
| Participant deferral / active EE | $2,065 | $6,958-70.3% | $6,282-67.1% | $5,287-60.9% |
| Admin fee / account holder | $1,750 | $11,765-85.1% | $9,324-81.2% | $10,132-82.7% |