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 | $17,903 | $69,362-74.2% | $101,248-82.3% | $73,488-75.6% |
| Participation rate | 96.7% | 68.4%+28.3pp | 75.8%+20.9pp | 70.7%+26.0pp |
| Annual return | 8.21% | 18.46%-10.3pp | 46.47%-38.3pp | 28.51%-20.3pp |
| Employer contribution / active EE | $5,349 | $2,628+103.5% | $3,660+46.2% | $2,270+135.6% |
| Participant deferral / active EE | $737 | $3,300-77.7% | $4,370-83.1% | $3,740-80.3% |
| Admin fee / account holder | $9,446 | $704+1242.6% | $5,945+58.9% | $513+1741.0% |