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 | $9,104 | $150,440-93.9% | $136,294-93.3% | $147,584-93.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 4.20% | 1049.08%-1044.9pp | 5155.94%-5151.7pp | 578.55%-574.3pp |
| Employer contribution / active EE | $7,066 | $5,256+34.4% | $4,695+50.5% | $4,876+44.9% |
| Participant deferral / active EE | $1,568 | $6,630-76.3% | $6,247-74.9% | $5,439-71.2% |
| Admin fee / account holder | $5,725 | $10,905-47.5% | $9,243-38.1% | $10,885-47.4% |