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.
Employer 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 | $40,184 | $146,267-72.5% | $197,124-79.6% | $82,448-51.3% |
| Participation rate | 93.8% | 84.0%+9.7pp | 86.7%+7.0pp | 68.1%+25.7pp |
| Annual return | 11.35% | 29.61%-18.3pp | 44.34%-33.0pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,461 | $4,723-69.1% | $6,227-76.5% | $2,551-42.7% |
| Participant deferral / active EE | $4,183 | $7,035-40.5% | $9,135-54.2% | $4,139+1.0% |
| Admin fee / account holder | $20,141 | $14,422+39.7% | $16,298+23.6% | $7,234+178.4% |