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 | $5,048 | $99,341-94.9% | $84,750-94.0% | $273,961-98.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -57.45% | 22.93%-80.4pp | 22.78%-80.2pp | 41.45%-98.9pp |
| Employer contribution / active EE | $3,699 | $4,214-12.2% | $3,574+3.5% | $4,869-24.0% |
| Participant deferral / active EE | $117 | $4,269-97.3% | $3,712-96.9% | $5,287-97.8% |
| Admin fee / account holder | $1,445 | $6,644-78.2% | $5,332-72.9% | $10,132-85.7% |