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 | $15,762 | $75,963-79.2% | $97,995-83.9% | $70,131-77.5% |
| Participation rate | 88.6% | 77.0%+11.6pp | 82.4%+6.2pp | 69.5%+19.0pp |
| Annual return | 12.73% | 19.26%-6.5pp | 23.94%-11.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,433 | $3,278-56.3% | $4,158-65.5% | $2,342-38.8% |
| Participant deferral / active EE | $1,463 | $4,053-63.9% | $5,097-71.3% | $3,332-56.1% |
| Admin fee / account holder | $4,424 | $5,407-18.2% | $5,943-25.6% | $4,645-4.8% |