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 | $13,173 | $77,503-83.0% | $100,391-86.9% | $80,856-83.7% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.6%+12.4pp |
| Annual return | 9.19% | 37.20%-28.0pp | 49.20%-40.0pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,130 | $2,801-59.7% | $3,942-71.3% | $2,755-59.0% |
| Participant deferral / active EE | $1,524 | $6,820-77.6% | $8,082-81.1% | $4,296-64.5% |
| Admin fee / account holder | $5,052 | $5,897-14.3% | $7,899-36.0% | $6,918-27.0% |