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 | $33,944 | $138,347-75.5% | $184,203-81.6% | $80,856-58.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.54% | 20.02%-10.5pp | 28.81%-19.3pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,596 | $4,850-67.1% | $6,427-75.2% | $2,755-42.1% |
| Participant deferral / active EE | $1,471 | $7,071-79.2% | $9,131-83.9% | $4,296-65.8% |
| Admin fee / account holder | $3,512 | $10,483-66.5% | $13,901-74.7% | $6,918-49.2% |