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 | $23,741 | $176,812-86.6% | $146,665-83.8% | $167,490-85.8% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 5.67% | 24.03%-18.4pp | 22.74%-17.1pp | 478.56%-472.9pp |
| Employer contribution / active EE | $5,070 | $5,160-1.7% | $4,136+22.6% | $4,837+4.8% |
| Participant deferral / active EE | $1,444 | $6,440-77.6% | $5,506-73.8% | $6,341-77.2% |
| Admin fee / account holder | $130,373 | $13,259+883.3% | $10,280+1168.3% | $12,309+959.2% |