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 | $22,208 | $67,606-67.2% | $82,313-73.0% | $70,131-68.3% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 10.54% | 21.57%-11.0pp | 25.88%-15.3pp | 73.14%-62.6pp |
| Employer contribution / active EE | $680 | $1,755-61.3% | $2,428-72.0% | $2,342-71.0% |
| Participant deferral / active EE | $814 | $2,987-72.8% | $3,706-78.0% | $3,332-75.6% |
| Admin fee / account holder | $2,077 | $4,512-54.0% | $5,608-63.0% | $4,645-55.3% |