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 4-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.
Employer 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 | $15,759 | $159,934-90.1% | $147,005-89.3% | $145,959-89.2% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 7.46% | 98.24%-90.8pp | 418.76%-411.3pp | 561.95%-554.5pp |
| Employer contribution / active EE | $10 | $5,287-99.8% | $4,934-99.8% | $4,661-99.8% |
| Participant deferral / active EE | $9,458 | $8,427+12.2% | $8,070+17.2% | $6,689+41.4% |
| Admin fee / account holder | $20,906 | $15,053+38.9% | $13,006+60.7% | $13,398+56.0% |