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 | $21,056 | $72,492-71.0% | $87,100-75.8% | $72,985-71.2% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 14.77% | 24.46%-9.7pp | 28.19%-13.4pp | 81.00%-66.2pp |
| Employer contribution / active EE | $1,361 | $1,894-28.1% | $2,521-46.0% | $2,440-44.2% |
| Participant deferral / active EE | $793 | $3,270-75.8% | $4,049-80.4% | $3,607-78.0% |
| Admin fee / account holder | $10,115 | $5,055+100.1% | $7,497+34.9% | $5,124+97.4% |