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 | $31,042 | $123,793-74.9% | $177,821-82.5% | $79,858-61.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 7.43% | 22.82%-15.4pp | 48.32%-40.9pp | 31.71%-24.3pp |
| Employer contribution / active EE | $2,184 | $4,095-46.7% | $5,918-63.1% | $2,471-11.6% |
| Participant deferral / active EE | $2,342 | $5,956-60.7% | $7,714-69.6% | $3,740-37.4% |
| Admin fee / account holder | $4,613 | $7,243-36.3% | $12,427-62.9% | $5,306-13.1% |