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 | $16,735 | $110,257-84.8% | $96,544-82.7% | $139,434-88.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 9.08% | 26.32%-17.2pp | 25.84%-16.8pp | 372.94%-363.9pp |
| Employer contribution / active EE | $1,092 | $3,620-69.8% | $2,965-63.2% | $4,751-77.0% |
| Participant deferral / active EE | $1,330 | $5,548-76.0% | $4,851-72.6% | $6,710-80.2% |
| Admin fee / account holder | $20,877 | $11,591+80.1% | $8,252+153.0% | $11,403+83.1% |