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 9-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 | $11,661 | $167,307-93.0% | $143,757-91.9% | $134,475-91.3% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -21.57% | 0.46%-22.0pp | -0.04%-21.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,141 | $5,619-79.7% | $4,951-76.9% | $4,740-75.9% |
| Participant deferral / active EE | $3,318 | $6,446-48.5% | $5,637-41.1% | $6,400-48.2% |
| Admin fee / account holder | $933 | $18,088-94.8% | $14,673-93.6% | $11,426-91.8% |