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 | $21,840 | $125,758-82.6% | $169,993-87.2% | $75,163-70.9% |
| Participation rate | 80.8% | 83.6%-2.8pp | 87.0%-6.2pp | 67.2%+13.6pp |
| Annual return | 11.43% | 27.20%-15.8pp | 53.37%-41.9pp | 160.62%-149.2pp |
| Employer contribution / active EE | $3,428 | $4,615-25.7% | $6,785-49.5% | $2,670+28.4% |
| Participant deferral / active EE | $2,081 | $6,837-69.6% | $10,408-80.0% | $4,125-49.6% |
| Admin fee / account holder | $977 | $8,173-88.0% | $12,815-92.4% | $5,651-82.7% |