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 | $11,653 | $160,055-92.7% | $140,016-91.7% | $135,375-91.4% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.5%+0.7pp | 82.6%+5.6pp |
| Annual return | -11.25% | 911.38%-922.6pp | 651.12%-662.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,703 | $6,420-73.5% | $5,606-69.6% | $4,779-64.4% |
| Participant deferral / active EE | $781 | $7,642-89.8% | $6,927-88.7% | $5,609-86.1% |
| Admin fee / account holder | $454 | $13,328-96.6% | $10,705-95.8% | $10,827-95.8% |