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 | $6,334 | $93,373-93.2% | $152,466-95.8% | $85,850-92.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 10.50% | 21.84%-11.3pp | 757.33%-746.8pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,290 | $2,996-57.0% | $4,327-70.2% | $2,565-49.7% |
| Participant deferral / active EE | $1,511 | $4,550-66.8% | $5,820-74.0% | $3,952-61.8% |
| Admin fee / account holder | $929 | $13,853-93.3% | $15,805-94.1% | $6,260-85.2% |