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 7-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 | $29,708 | $95,803-69.0% | $113,168-73.7% | $84,808-65.0% |
| Participation rate | 91.1% | 72.9%+18.2pp | 76.6%+14.5pp | 68.3%+22.8pp |
| Annual return | 10.31% | 25.00%-14.7pp | 24.27%-14.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,525 | $2,360-35.4% | $2,975-48.7% | $2,631-42.0% |
| Participant deferral / active EE | $701 | $4,242-83.5% | $5,107-86.3% | $4,212-83.4% |
| Admin fee / account holder | $905 | $8,989-89.9% | $12,068-92.5% | $7,344-87.7% |