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 | $28,755 | $209,411-86.3% | $178,490-83.9% | $158,922-81.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.82% | 188.75%-182.9pp | 151.07%-145.3pp | 302.83%-297.0pp |
| Employer contribution / active EE | $614 | $5,706-89.2% | $5,011-87.7% | $4,761-87.1% |
| Participant deferral / active EE | $3,069 | $5,954-48.5% | $5,202-41.0% | $5,982-48.7% |
| Admin fee / account holder | $14,683 | $17,074-14.0% | $13,984+5.0% | $11,246+30.6% |