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 | $22,853 | $80,968-71.8% | $96,544-76.3% | $75,163-69.6% |
| Participation rate | 72.4% | 71.8%+0.6pp | 76.0%-3.5pp | 67.2%+5.2pp |
| Annual return | 11.06% | 27.06%-16.0pp | 25.84%-14.8pp | 160.62%-149.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,506 | $3,928-61.7% | $4,851-69.0% | $4,125-63.5% |
| Admin fee / account holder | $697 | $6,724-89.6% | $8,252-91.6% | $5,651-87.7% |