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 | $30,260 | $99,985-69.7% | $146,665-79.4% | $85,850-64.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | -8.66% | 18.93%-27.6pp | 22.74%-31.4pp | 318.53%-327.2pp |
| Employer contribution / active EE | $1,416 | $2,559-44.7% | $4,136-65.8% | $2,565-44.8% |
| Participant deferral / active EE | $934 | $4,006-76.7% | $5,506-83.0% | $3,952-76.4% |
| Admin fee / account holder | $2,209 | $7,702-71.3% | $10,280-78.5% | $6,260-64.7% |