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 7-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 | $1,973 | $117,983-98.3% | $101,794-98.1% | $142,382-98.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 6.20% | 36.92%-30.7pp | 30.53%-24.3pp | 217.08%-210.9pp |
| Employer contribution / active EE | $555 | $2,773-80.0% | $2,289-75.8% | $4,299-87.1% |
| Participant deferral / active EE | $886 | $4,714-81.2% | $4,084-78.3% | $6,507-86.4% |
| Admin fee / account holder | $3,889 | $10,433-62.7% | $8,777-55.7% | $12,624-69.2% |