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 | $16,787 | $81,460-79.4% | $103,333-83.8% | $80,856-79.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.74% | 25.55%-16.8pp | 24.88%-16.1pp | 35.59%-26.9pp |
| Employer contribution / active EE | $6,426 | $3,105+106.9% | $3,868+66.1% | $2,755+133.3% |
| Participant deferral / active EE | $357 | $3,869-90.8% | $5,057-93.0% | $4,296-91.7% |
| Admin fee / account holder | $2,391 | $6,566-63.6% | $8,355-71.4% | $6,918-65.4% |