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 5-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 | $16,840 | $72,177-76.7% | $115,037-85.4% | $59,632-71.8% |
| Participation rate | 90.1% | 72.6%+17.6pp | 81.4%+8.7pp | 68.7%+21.4pp |
| Annual return | -4.62% | 12.02%-16.6pp | 26.14%-30.8pp | 2041.28%-2045.9pp |
| Employer contribution / active EE | $3,261 | $2,841+14.8% | $4,608-29.2% | $2,203+48.1% |
| Participant deferral / active EE | $1,563 | $4,783-67.3% | $6,026-74.1% | $3,192-51.0% |
| Admin fee / account holder | $817 | $4,927-83.4% | $8,175-90.0% | $4,297-81.0% |