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 | $14,459 | $153,772-90.6% | $133,980-89.2% | $273,961-94.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.58% | 36.51%-35.9pp | 29.30%-28.7pp | 41.45%-40.9pp |
| Employer contribution / active EE | $1,431 | $6,029-76.3% | $5,211-72.5% | $4,869-70.6% |
| Participant deferral / active EE | $2,121 | $6,958-69.5% | $6,282-66.2% | $5,287-59.9% |
| Admin fee / account holder | $875 | $11,765-92.6% | $9,324-90.6% | $10,132-91.4% |