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 | $26,945 | $81,208-66.8% | $98,907-72.8% | $79,858-66.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 7.69% | 60.99%-53.3pp | 196.43%-188.7pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,482 | $1,960-24.4% | $2,689-44.9% | $2,471-40.0% |
| Participant deferral / active EE | $685 | $3,265-79.0% | $4,244-83.9% | $3,740-81.7% |
| Admin fee / account holder | $3,541 | $6,013-41.1% | $6,642-46.7% | $5,306-33.3% |