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 9-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 | $13,324 | $73,933-82.0% | $96,683-86.2% | $75,163-82.3% |
| Participation rate | 90.2% | 66.4%+23.8pp | 74.3%+15.9pp | 67.2%+23.1pp |
| Annual return | 10.93% | 26.70%-15.8pp | 35.69%-24.8pp | 160.62%-149.7pp |
| Employer contribution / active EE | $711 | $2,928-75.7% | $3,737-81.0% | $2,670-73.4% |
| Participant deferral / active EE | $2,546 | $3,659-30.4% | $4,878-47.8% | $4,125-38.3% |
| Admin fee / account holder | $5,661 | $5,216+8.5% | $6,730-15.9% | $5,651+0.2% |