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 | $21,849 | $72,492-69.9% | $87,100-74.9% | $72,985-70.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.66% | 24.46%-11.8pp | 28.19%-15.5pp | 81.00%-68.3pp |
| Employer contribution / active EE | $1,871 | $1,894-1.2% | $2,521-25.8% | $2,440-23.3% |
| Participant deferral / active EE | $1,442 | $3,270-55.9% | $4,049-64.4% | $3,607-60.0% |
| Admin fee / account holder | $550 | $5,055-89.1% | $7,497-92.7% | $5,124-89.3% |