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 | $10,202 | $81,460-87.5% | $103,333-90.1% | $80,856-87.4% |
| Participation rate | 70.3% | 66.8%+3.4pp | 74.5%-4.2pp | 67.6%+2.6pp |
| Annual return | 6.39% | 25.55%-19.2pp | 24.88%-18.5pp | 35.59%-29.2pp |
| Employer contribution / active EE | $837 | $3,105-73.1% | $3,868-78.4% | $2,755-69.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,080 | $6,566-53.1% | $8,355-63.1% | $6,918-55.5% |