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 | $22,334 | $80,968-72.4% | $96,544-76.9% | $75,163-70.3% |
| Participation rate | 83.9% | 71.8%+12.1pp | 76.0%+7.9pp | 67.2%+16.7pp |
| Annual return | 8.43% | 27.06%-18.6pp | 25.84%-17.4pp | 160.62%-152.2pp |
| Employer contribution / active EE | $1,613 | $2,282-29.3% | $2,965-45.6% | $2,670-39.6% |
| Participant deferral / active EE | $1,330 | $3,928-66.1% | $4,851-72.6% | $4,125-67.8% |
| Admin fee / account holder | $6,766 | $6,724+0.6% | $8,252-18.0% | $5,651+19.7% |