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 | $20,524 | $67,606-69.6% | $82,313-75.1% | $70,131-70.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.68% | 21.57%-14.9pp | 25.88%-19.2pp | 73.14%-66.5pp |
| Employer contribution / active EE | $2,940 | $1,755+67.5% | $2,428+21.1% | $2,342+25.5% |
| Participant deferral / active EE | $211 | $2,987-92.9% | $3,706-94.3% | $3,332-93.7% |
| Admin fee / account holder | $5,459 | $4,512+21.0% | $5,608-2.6% | $4,645+17.5% |