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 | $10,575 | $150,440-93.0% | $136,294-92.2% | $147,584-92.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.08% | 1049.08%-1045.0pp | 5155.94%-5151.9pp | 578.55%-574.5pp |
| Employer contribution / active EE | $2,635 | $5,256-49.9% | $4,695-43.9% | $4,876-46.0% |
| Participant deferral / active EE | $1,400 | $6,630-78.9% | $6,247-77.6% | $5,439-74.3% |
| Admin fee / account holder | $4,475 | $10,905-59.0% | $9,243-51.6% | $10,885-58.9% |