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 8-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 | $10,217 | $159,901-93.6% | $146,958-93.0% | $145,922-93.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.86% | 98.13%-94.3pp | 418.34%-414.5pp | 561.29%-557.4pp |
| Employer contribution / active EE | $1,801 | $5,286-65.9% | $4,933-63.5% | $4,660-61.3% |
| Participant deferral / active EE | $2,069 | $8,428-75.4% | $8,070-74.4% | $6,688-69.1% |
| Admin fee / account holder | $5,591 | $15,044-62.8% | $12,998-57.0% | $13,397-58.3% |