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 | $21,288 | $86,929-75.5% | $102,423-79.2% | $80,856-73.7% |
| Participation rate | 94.0% | 72.4%+21.6pp | 76.5%+17.5pp | 67.6%+26.4pp |
| Annual return | 8.99% | 18.88%-9.9pp | 29.32%-20.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,349 | $2,369-0.9% | $3,023-22.3% | $2,755-14.7% |
| Participant deferral / active EE | $984 | $4,118-76.1% | $5,053-80.5% | $4,296-77.1% |
| Admin fee / account holder | $3,455 | $8,049-57.1% | $9,451-63.4% | $6,918-50.1% |