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 | $19,317 | $89,753-78.5% | $107,525-82.0% | $84,808-77.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 1.95% | 29.48%-27.5pp | 181.32%-179.4pp | 40.90%-38.9pp |
| Employer contribution / active EE | $5,674 | $3,113+82.2% | $3,754+51.2% | $2,631+115.7% |
| Participant deferral / active EE | $677 | $4,056-83.3% | $5,116-86.8% | $4,212-83.9% |
| Admin fee / account holder | $4,369 | $7,222-39.5% | $8,919-51.0% | $7,344-40.5% |