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 | $21,845 | $86,929-74.9% | $102,423-78.7% | $80,856-73.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 8.62% | 18.88%-10.3pp | 29.32%-20.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $790 | $2,369-66.6% | $3,023-73.9% | $2,755-71.3% |
| Participant deferral / active EE | $1,205 | $4,118-70.7% | $5,053-76.2% | $4,296-72.0% |
| Admin fee / account holder | $15,939 | $8,049+98.0% | $9,451+68.6% | $6,918+130.4% |