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 | $6,382 | $45,152-85.9% | $73,843-91.4% | $59,632-89.3% |
| Participation rate | 74.0% | 64.0%+10.0pp | 73.4%+0.6pp | 68.7%+5.3pp |
| Annual return | -2.93% | 27.40%-30.3pp | 2267.84%-2270.8pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $180 | $1,902-90.5% | $2,787-93.5% | $2,203-91.8% |
| Participant deferral / active EE | $506 | $2,574-80.4% | $3,583-85.9% | $3,192-84.2% |
| Admin fee / account holder | $1,334 | $3,516-62.1% | $4,880-72.7% | $4,297-68.9% |