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 | $5,212 | $87,540-94.0% | $75,781-93.1% | $125,391-95.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.76% | 13.48%-20.2pp | 9.68%-16.4pp | 282.22%-289.0pp |
| Employer contribution / active EE | $2,822 | $3,930-28.2% | $3,323-15.1% | $4,866-42.0% |
| Participant deferral / active EE | $899 | $4,229-78.7% | $3,651-75.4% | $5,352-83.2% |
| Admin fee / account holder | $1,038 | $6,502-84.0% | $5,299-80.4% | $9,540-89.1% |