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 7-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 | $22,072 | $125,758-82.4% | $169,993-87.0% | $75,163-70.6% |
| Participation rate | 89.7% | 83.6%+6.2pp | 87.0%+2.7pp | 67.2%+22.6pp |
| Annual return | 13.24% | 27.20%-14.0pp | 53.37%-40.1pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,921 | $4,615-58.4% | $6,785-71.7% | $2,670-28.1% |
| Participant deferral / active EE | $2,832 | $6,837-58.6% | $10,408-72.8% | $4,125-31.3% |
| Admin fee / account holder | $7,384 | $8,173-9.7% | $12,815-42.4% | $5,651+30.7% |