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 | $23,888 | $138,347-82.7% | $184,203-87.0% | $80,856-70.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.21% | 20.02%-10.8pp | 28.81%-19.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $4,266 | $4,850-12.1% | $6,427-33.6% | $2,755+54.8% |
| Participant deferral / active EE | $2,386 | $7,071-66.3% | $9,131-73.9% | $4,296-44.5% |
| Admin fee / account holder | $819 | $10,483-92.2% | $13,901-94.1% | $6,918-88.2% |