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 | $7,040 | $150,440-95.3% | $136,294-94.8% | $147,584-95.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.08% | 1049.08%-1046.0pp | 5155.94%-5152.9pp | 578.55%-575.5pp |
| Employer contribution / active EE | $5,595 | $5,256+6.5% | $4,695+19.2% | $4,876+14.7% |
| Participant deferral / active EE | $1,334 | $6,630-79.9% | $6,247-78.7% | $5,439-75.5% |
| Admin fee / account holder | $10,011 | $10,905-8.2% | $9,243+8.3% | $10,885-8.0% |