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 | $14,623 | $72,277-79.8% | $101,248-85.6% | $79,858-81.7% |
| Participation rate | 76.5% | 68.5%+8.0pp | 75.8%+0.7pp | 69.6%+6.8pp |
| Annual return | 4.51% | 22.30%-17.8pp | 46.47%-42.0pp | 31.71%-27.2pp |
| Employer contribution / active EE | $856 | $2,692-68.2% | $3,660-76.6% | $2,471-65.3% |
| Participant deferral / active EE | $1,067 | $3,282-67.5% | $4,370-75.6% | $3,740-71.5% |
| Admin fee / account holder | $2,949 | $4,400-33.0% | $5,945-50.4% | $5,306-44.4% |