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 | $20,722 | $67,606-69.3% | $82,313-74.8% | $70,131-70.5% |
| Participation rate | 98.3% | 72.8%+25.6pp | 76.9%+21.4pp | 69.5%+28.8pp |
| Annual return | 10.81% | 21.57%-10.8pp | 25.88%-15.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,052 | $1,755-40.1% | $2,428-56.7% | $2,342-55.1% |
| Participant deferral / active EE | $704 | $2,987-76.4% | $3,706-81.0% | $3,332-78.9% |
| Admin fee / account holder | $493 | $4,512-89.1% | $5,608-91.2% | $4,645-89.4% |