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 | $26,557 | $95,803-72.3% | $113,168-76.5% | $84,808-68.7% |
| Participation rate | 93.2% | 72.9%+20.3pp | 76.6%+16.6pp | 68.3%+24.9pp |
| Annual return | 10.07% | 25.00%-14.9pp | 24.27%-14.2pp | 40.90%-30.8pp |
| Employer contribution / active EE | $2,464 | $2,360+4.4% | $2,975-17.2% | $2,631-6.3% |
| Participant deferral / active EE | $952 | $4,242-77.5% | $5,107-81.4% | $4,212-77.4% |
| Admin fee / account holder | $3,980 | $8,989-55.7% | $12,068-67.0% | $7,344-45.8% |