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 | $12,268 | $201,272-93.9% | $184,203-93.3% | $145,922-91.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.45% | 29.00%-25.5pp | 28.81%-25.4pp | 561.29%-557.8pp |
| Employer contribution / active EE | $2,669 | $7,022-62.0% | $6,427-58.5% | $4,660-42.7% |
| Participant deferral / active EE | $1,370 | $9,806-86.0% | $9,131-85.0% | $6,688-79.5% |
| Admin fee / account holder | $25,697 | $16,364+57.0% | $13,901+84.9% | $13,397+91.8% |