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 | $17,885 | $68,346-73.8% | $94,646-81.1% | $75,163-76.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 9.99% | 616.93%-606.9pp | 156.71%-146.7pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,070 | $2,701-60.4% | $3,672-70.9% | $2,670-59.9% |
| Participant deferral / active EE | $1,691 | $6,537-74.1% | $7,418-77.2% | $4,125-59.0% |
| Admin fee / account holder | $8,587 | $5,326+61.2% | $7,231+18.8% | $5,651+52.0% |