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 | $31,538 | $125,758-74.9% | $169,993-81.4% | $75,163-58.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.22% | 27.20%-14.0pp | 53.37%-40.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,516 | $4,615-67.1% | $6,785-77.7% | $2,670-43.2% |
| Participant deferral / active EE | $1,170 | $6,837-82.9% | $10,408-88.8% | $4,125-71.6% |
| Admin fee / account holder | $1,043 | $8,173-87.2% | $12,815-91.9% | $5,651-81.5% |