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 7-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 | $9,607 | $87,870-89.1% | $113,168-91.5% | $74,304-87.1% |
| Participation rate | 96.6% | 70.7%+25.8pp | 76.6%+20.0pp | 60.3%+36.2pp |
| Annual return | 12.52% | 26.44%-13.9pp | 24.27%-11.8pp | 29.43%-16.9pp |
| Employer contribution / active EE | $830 | $2,277-63.5% | $2,975-72.1% | $2,241-63.0% |
| Participant deferral / active EE | $207 | $4,241-95.1% | $5,107-95.9% | $3,767-94.5% |
| Admin fee / account holder | $1,780 | $3,368-47.1% | $12,068-85.2% | $2,969-40.0% |