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 | $18,409 | $80,673-77.2% | $101,326-81.8% | $84,808-78.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 12.87% | 38.95%-26.1pp | 36.82%-23.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $699 | $2,698-74.1% | $3,665-80.9% | $2,631-73.4% |
| Participant deferral / active EE | $1,122 | $6,840-83.6% | $7,994-86.0% | $4,212-73.4% |
| Admin fee / account holder | $3,892 | $12,784-69.6% | $11,185-65.2% | $7,344-47.0% |