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.
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 | $13,488 | $102,317-86.8% | $146,958-90.8% | $80,856-83.3% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 8.58% | 134.76%-126.2pp | 418.34%-409.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $696 | $3,713-81.2% | $4,933-85.9% | $2,755-74.7% |
| Participant deferral / active EE | $2,735 | $6,644-58.8% | $8,070-66.1% | $4,296-36.3% |
| Admin fee / account holder | $3,960 | $7,941-50.1% | $12,998-69.5% | $6,918-42.8% |