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 | $28,292 | $86,929-67.5% | $102,423-72.4% | $80,856-65.0% |
| Participation rate | 71.9% | 72.4%-0.5pp | 76.5%-4.6pp | 67.6%+4.2pp |
| Annual return | 3.91% | 18.88%-15.0pp | 29.32%-25.4pp | 35.59%-31.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $496 | $4,118-88.0% | $5,053-90.2% | $4,296-88.5% |
| Admin fee / account holder | $12,893 | $8,049+60.2% | $9,451+36.4% | $6,918+86.4% |