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 6-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 | $20,933 | $89,753-76.7% | $107,525-80.5% | $84,808-75.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.73% | 29.48%-17.7pp | 181.32%-169.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $6,178 | $3,113+98.4% | $3,754+64.6% | $2,631+134.8% |
| Participant deferral / active EE | $341 | $4,056-91.6% | $5,116-93.3% | $4,212-91.9% |
| Admin fee / account holder | $1,872 | $7,222-74.1% | $8,919-79.0% | $7,344-74.5% |