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 | $31,315 | $87,841-64.4% | $133,980-76.6% | $62,891-50.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 4.27% | 12.05%-7.8pp | 29.30%-25.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $2,293 | $3,483-34.2% | $5,211-56.0% | $2,281+0.5% |
| Participant deferral / active EE | $1,714 | $4,812-64.4% | $6,282-72.7% | $3,203-46.5% |
| Admin fee / account holder | $1,468 | $5,371-72.7% | $9,324-84.3% | $4,296-65.8% |