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 9-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 | $13,187 | $72,492-81.8% | $87,100-84.9% | $72,985-81.9% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.5pp |
| Annual return | 13.66% | 24.46%-10.8pp | 28.19%-14.5pp | 81.00%-67.3pp |
| Employer contribution / active EE | $710 | $1,894-62.5% | $2,521-71.8% | $2,440-70.9% |
| Participant deferral / active EE | $663 | $3,270-79.7% | $4,049-83.6% | $3,607-81.6% |
| Admin fee / account holder | $1,693 | $5,055-66.5% | $7,497-77.4% | $5,124-67.0% |