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 | $26,021 | $95,803-72.8% | $113,168-77.0% | $84,808-69.3% |
| Participation rate | 86.1% | 72.9%+13.2pp | 76.6%+9.5pp | 68.3%+17.8pp |
| Annual return | 8.46% | 25.00%-16.5pp | 24.27%-15.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $2,577 | $2,360+9.2% | $2,975-13.4% | $2,631-2.0% |
| Participant deferral / active EE | $1,208 | $4,242-71.5% | $5,107-76.3% | $4,212-71.3% |
| Admin fee / account holder | $18,583 | $8,989+106.7% | $12,068+54.0% | $7,344+153.1% |