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 | $25,626 | $100,041-74.4% | $149,718-82.9% | $70,131-63.5% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.1%+4.9pp | 69.5%+22.5pp |
| Annual return | 4.50% | 27.43%-22.9pp | 1501.63%-1497.1pp | 73.14%-68.6pp |
| Employer contribution / active EE | $1,826 | $3,662-50.1% | $5,445-66.5% | $2,342-22.0% |
| Participant deferral / active EE | $1,926 | $4,983-61.3% | $6,569-70.7% | $3,332-42.2% |
| Admin fee / account holder | $2,156 | $8,286-74.0% | $11,283-80.9% | $4,645-53.6% |