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 | $15,055 | $65,365-77.0% | $92,893-83.8% | $72,985-79.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 12.64% | 42.10%-29.5pp | 109.41%-96.8pp | 81.00%-68.4pp |
| Employer contribution / active EE | $2,887 | $2,594+11.3% | $3,653-21.0% | $2,440+18.3% |
| Participant deferral / active EE | $63 | $3,128-98.0% | $4,236-98.5% | $3,607-98.3% |
| Admin fee / account holder | $4,716 | $4,251+10.9% | $5,794-18.6% | $5,124-8.0% |