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.
Employer 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 | $23,890 | $198,466-88.0% | $170,442-86.0% | $147,584-83.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.78% | 257.29%-248.5pp | 205.93%-197.1pp | 578.55%-569.8pp |
| Employer contribution / active EE | $1,220 | $6,184-80.3% | $5,433-77.5% | $4,876-75.0% |
| Participant deferral / active EE | $4,178 | $5,629-25.8% | $4,939-15.4% | $5,439-23.2% |
| Admin fee / account holder | $47,720 | $16,852+183.2% | $13,880+243.8% | $10,885+338.4% |