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 8-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 | $15,950 | $78,422-79.7% | $95,952-83.4% | $79,858-80.0% |
| Participation rate | 76.7% | 73.5%+3.3pp | 77.1%-0.3pp | 69.6%+7.1pp |
| Annual return | 9.76% | 19.37%-9.6pp | 91.61%-81.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $522 | $1,945-73.2% | $2,541-79.5% | $2,471-78.9% |
| Participant deferral / active EE | $1,557 | $3,440-54.7% | $4,167-62.6% | $3,740-58.4% |
| Admin fee / account holder | $1,984 | $5,622-64.7% | $6,795-70.8% | $5,306-62.6% |