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 | $27,188 | $144,119-81.1% | $117,854-76.9% | $147,584-81.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.60% | 531.15%-523.5pp | 335.08%-327.5pp | 578.55%-570.9pp |
| Employer contribution / active EE | $5,467 | $4,896+11.7% | $3,786+44.4% | $4,876+12.1% |
| Participant deferral / active EE | $1,337 | $5,316-74.8% | $4,482-70.2% | $5,439-75.4% |
| Admin fee / account holder | $566 | $10,886-94.8% | $8,020-92.9% | $10,885-94.8% |