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 | $27,234 | $78,422-65.3% | $95,952-71.6% | $79,858-65.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.69% | 19.37%-9.7pp | 91.61%-81.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $650 | $1,945-66.6% | $2,541-74.4% | $2,471-73.7% |
| Participant deferral / active EE | $775 | $3,440-77.5% | $4,167-81.4% | $3,740-79.3% |
| Admin fee / account holder | $7,617 | $5,622+35.5% | $6,795+12.1% | $5,306+43.5% |