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 | $12,514 | $85,202-85.3% | $172,739-92.8% | $72,985-82.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.23% | 27.32%-12.1pp | 802.84%-787.6pp | 81.00%-65.8pp |
| Employer contribution / active EE | $2,133 | $3,324-35.8% | $5,143-58.5% | $2,440-12.6% |
| Participant deferral / active EE | $774 | $3,260-76.3% | $5,198-85.1% | $3,607-78.6% |
| Admin fee / account holder | $1,946 | $5,884-66.9% | $13,954-86.1% | $5,124-62.0% |