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 | $27,899 | $181,894-84.7% | $156,549-82.2% | $273,961-89.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.90% | 30.74%-28.8pp | 32.23%-30.3pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,925 | $6,248-69.2% | $5,501-65.0% | $4,869-60.5% |
| Participant deferral / active EE | $1,475 | $5,550-73.4% | $4,871-69.7% | $5,287-72.1% |
| Admin fee / account holder | $23,221 | $15,559+49.2% | $13,027+78.3% | $10,132+129.2% |