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 | $14,704 | $150,187-90.2% | $120,354-87.8% | $145,922-89.9% |
| Participation rate | 95.0% | 78.8%+16.2pp | 71.9%+23.1pp | 80.3%+14.7pp |
| Annual return | 4.86% | 154.07%-149.2pp | 107.15%-102.3pp | 561.29%-556.4pp |
| Employer contribution / active EE | $5,553 | $4,348+27.7% | $3,463+60.4% | $4,660+19.2% |
| Participant deferral / active EE | $661 | $6,173-89.3% | $4,991-86.8% | $6,688-90.1% |
| Admin fee / account holder | $33,723 | $12,207+176.3% | $9,423+257.9% | $13,397+151.7% |