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 3-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 | $2,723 | $177,572-98.5% | $154,803-98.2% | $142,382-98.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.09% | 65.07%-56.0pp | 58.88%-49.8pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,395 | $4,810-71.0% | $4,305-67.6% | $4,299-67.5% |
| Participant deferral / active EE | $1,395 | $6,272-77.8% | $5,540-74.8% | $6,507-78.6% |
| Admin fee / account holder | $7,318 | $16,786-56.4% | $14,329-48.9% | $12,624-42.0% |