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 | $15,938 | $105,998-85.0% | $92,233-82.7% | $147,584-89.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.52% | 50.05%-41.5pp | 176.28%-167.8pp | 578.55%-570.0pp |
| Employer contribution / active EE | $2,712 | $4,333-37.4% | $3,679-26.3% | $4,876-44.4% |
| Participant deferral / active EE | $627 | $4,478-86.0% | $3,897-83.9% | $5,439-88.5% |
| Admin fee / account holder | $2,615 | $6,332-58.7% | $5,194-49.6% | $10,885-76.0% |