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 | $20,209 | $70,475-71.3% | $100,516-79.9% | $79,858-74.7% |
| Participation rate | 73.2% | 73.7%-0.5pp | 79.4%-6.2pp | 69.6%+3.5pp |
| Annual return | 12.45% | 21.90%-9.4pp | 30.89%-18.4pp | 31.71%-19.3pp |
| Employer contribution / active EE | $835 | $2,165-61.4% | $3,418-75.6% | $2,471-66.2% |
| Participant deferral / active EE | $1,229 | $5,181-76.3% | $6,270-80.4% | $3,740-67.1% |
| Admin fee / account holder | $771 | $4,478-82.8% | $8,081-90.5% | $5,306-85.5% |