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 | $18,534 | $109,359-83.1% | $162,163-88.6% | $72,985-74.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 12.27% | 25.46%-13.2pp | 115.59%-103.3pp | 81.00%-68.7pp |
| Employer contribution / active EE | $1,351 | $3,907-65.4% | $5,614-75.9% | $2,440-44.6% |
| Participant deferral / active EE | $1,792 | $5,481-67.3% | $7,298-75.4% | $3,607-50.3% |
| Admin fee / account holder | $347 | $7,972-95.7% | $10,843-96.8% | $5,124-93.2% |