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 | $24,007 | $78,485-69.4% | $106,213-77.4% | $74,495-67.8% |
| Participation rate | 83.9% | 72.8%+11.1pp | 75.3%+8.6pp | 67.2%+16.7pp |
| Annual return | 10.88% | 15.95%-5.1pp | 116.14%-105.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $4,474 | $2,523+77.4% | $3,171+41.1% | $2,623+70.6% |
| Participant deferral / active EE | $1,029 | $4,322-76.2% | $5,016-79.5% | $4,346-76.3% |
| Admin fee / account holder | $1,529 | $2,232-31.5% | $11,033-86.1% | $1,942-21.2% |