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 9-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 | $19,784 | $89,355-77.9% | $141,162-86.0% | $72,985-72.9% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 16.07% | 111.85%-95.8pp | 71.39%-55.3pp | 81.00%-64.9pp |
| Employer contribution / active EE | $741 | $3,114-76.2% | $4,735-84.3% | $2,440-69.6% |
| Participant deferral / active EE | $1,059 | $5,418-80.5% | $6,709-84.2% | $3,607-70.7% |
| Admin fee / account holder | $10,442 | $5,958+75.3% | $10,261+1.8% | $5,124+103.8% |