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 | $26,580 | $138,347-80.8% | $184,203-85.6% | $80,856-67.1% |
| Participation rate | 92.7% | 83.9%+8.8pp | 86.8%+5.9pp | 67.6%+25.0pp |
| Annual return | 10.74% | 20.02%-9.3pp | 28.81%-18.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,813 | $4,850-62.6% | $6,427-71.8% | $2,755-34.2% |
| Participant deferral / active EE | $2,945 | $7,071-58.4% | $9,131-67.8% | $4,296-31.5% |
| Admin fee / account holder | $979 | $10,483-90.7% | $13,901-93.0% | $6,918-85.8% |