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 | $35,555 | $148,978-76.1% | $200,582-82.3% | $84,808-58.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.43% | 28.16%-15.7pp | 42.33%-29.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,623 | $4,815-66.3% | $6,419-74.7% | $2,631-38.3% |
| Participant deferral / active EE | $1,439 | $7,142-79.9% | $9,331-84.6% | $4,212-65.8% |
| Admin fee / account holder | $4,820 | $13,977-65.5% | $16,305-70.4% | $7,344-34.4% |