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 | $16,708 | $63,355-73.6% | $91,989-81.8% | $72,985-77.1% |
| Participation rate | 74.2% | 72.5%+1.7pp | 78.6%-4.4pp | 69.5%+4.7pp |
| Annual return | 15.24% | 35.35%-20.1pp | 69.02%-53.8pp | 81.00%-65.8pp |
| Employer contribution / active EE | $688 | $2,116-67.5% | $3,452-80.1% | $2,440-71.8% |
| Participant deferral / active EE | $1,056 | $4,883-78.4% | $5,923-82.2% | $3,607-70.7% |
| Admin fee / account holder | $2,158 | $4,668-53.8% | $7,743-72.1% | $5,124-57.9% |