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 | $17,876 | $86,286-79.3% | $111,297-83.9% | $85,850-79.2% |
| Participation rate | 96.2% | 73.3%+22.8pp | 77.3%+18.8pp | 69.3%+26.8pp |
| Annual return | 10.14% | 19.99%-9.8pp | 54.65%-44.5pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,093 | $2,043-46.5% | $2,731-60.0% | $2,565-57.4% |
| Participant deferral / active EE | $1,096 | $3,641-69.9% | $4,487-75.6% | $3,952-72.3% |
| Admin fee / account holder | $2,040 | $8,188-75.1% | $7,964-74.4% | $6,260-67.4% |