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 | $31,139 | $91,552-66.0% | $133,956-76.8% | $79,858-61.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 4.01% | 61.85%-57.8pp | 45.09%-41.1pp | 31.71%-27.7pp |
| Employer contribution / active EE | $1,387 | $2,384-41.8% | $3,919-64.6% | $2,471-43.9% |
| Participant deferral / active EE | $1,271 | $3,733-66.0% | $5,048-74.8% | $3,740-66.0% |
| Admin fee / account holder | $11,594 | $6,321+83.4% | $8,927+29.9% | $5,306+118.5% |