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 | $16,158 | $157,256-89.7% | $141,162-88.6% | $152,861-89.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 12.16% | 64.32%-52.2pp | 71.39%-59.2pp | 345.32%-333.2pp |
| Employer contribution / active EE | $1,205 | $5,261-77.1% | $4,735-74.6% | $4,762-74.7% |
| Participant deferral / active EE | $2,275 | $7,109-68.0% | $6,709-66.1% | $5,850-61.1% |
| Admin fee / account holder | $15,040 | $12,120+24.1% | $10,261+46.6% | $11,596+29.7% |