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 | $5,379 | $94,529-94.3% | $140,016-96.2% | $64,186-91.6% |
| Participation rate | 83.8% | 84.1%-0.3pp | 87.5%-3.7pp | 69.6%+14.2pp |
| Annual return | -11.00% | 7.77%-18.8pp | 651.12%-662.1pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,297 | $3,812-66.0% | $5,606-76.9% | $2,381-45.5% |
| Participant deferral / active EE | $1,342 | $5,250-74.4% | $6,927-80.6% | $3,470-61.3% |
| Admin fee / account holder | $358 | $6,741-94.7% | $10,705-96.7% | $4,888-92.7% |