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 | $25,010 | $101,724-75.4% | $164,813-84.8% | $80,856-69.1% |
| Participation rate | 84.4% | 71.8%+12.5pp | 78.6%+5.8pp | 67.6%+16.7pp |
| Annual return | 8.85% | 16.72%-7.9pp | 69.93%-61.1pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,239 | $2,953-58.0% | $4,341-71.5% | $2,755-55.0% |
| Participant deferral / active EE | $1,944 | $4,477-56.6% | $6,031-67.8% | $4,296-54.7% |
| Admin fee / account holder | $8,098 | $8,227-1.6% | $12,690-36.2% | $6,918+17.1% |