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 | $31,126 | $100,041-68.9% | $149,718-79.2% | $70,131-55.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.40% | 27.43%-16.0pp | 1501.63%-1490.2pp | 73.14%-61.7pp |
| Employer contribution / active EE | $2,980 | $3,662-18.6% | $5,445-45.3% | $2,342+27.2% |
| Participant deferral / active EE | $1,538 | $4,983-69.1% | $6,569-76.6% | $3,332-53.9% |
| Admin fee / account holder | $3,579 | $8,286-56.8% | $11,283-68.3% | $4,645-23.0% |