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 | $14,856 | $83,477-82.2% | $125,175-88.1% | $72,985-79.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 7.49% | 25.78%-18.3pp | 43.79%-36.3pp | 81.00%-73.5pp |
| Employer contribution / active EE | $3,151 | $2,345+34.4% | $3,865-18.5% | $2,440+29.1% |
| Participant deferral / active EE | $1,256 | $3,585-65.0% | $4,937-74.6% | $3,607-65.2% |
| Admin fee / account holder | $926 | $5,517-83.2% | $9,702-90.5% | $5,124-81.9% |