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 | $5,893 | $175,202-96.6% | $149,673-96.1% | $139,434-95.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 10.37% | 166.71%-156.3pp | 134.42%-124.0pp | 372.94%-362.6pp |
| Employer contribution / active EE | $952 | $5,474-82.6% | $4,818-80.2% | $4,751-80.0% |
| Participant deferral / active EE | $1,953 | $6,519-70.0% | $5,680-65.6% | $6,710-70.9% |
| Admin fee / account holder | $11,807 | $16,150-26.9% | $13,210-10.6% | $11,403+3.5% |