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 | $18,476 | $171,865-89.2% | $149,718-87.7% | $147,584-87.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.79% | 2113.22%-2104.4pp | 1501.63%-1492.8pp | 578.55%-569.8pp |
| Employer contribution / active EE | $2,701 | $6,275-57.0% | $5,445-50.4% | $4,876-44.6% |
| Participant deferral / active EE | $1,416 | $7,271-80.5% | $6,569-78.4% | $5,439-74.0% |
| Admin fee / account holder | $449 | $13,799-96.7% | $11,283-96.0% | $10,885-95.9% |