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 | $4,896 | $62,586-92.2% | $76,768-93.6% | $64,186-92.4% |
| Participation rate | 76.5% | 72.8%+3.7pp | 77.0%-0.5pp | 69.6%+6.9pp |
| Annual return | -9.72% | -1.95%-7.8pp | 2.43%-12.2pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,123 | $1,832-38.7% | $2,485-54.8% | $2,381-52.8% |
| Participant deferral / active EE | $1,408 | $3,145-55.2% | $3,852-63.4% | $3,470-59.4% |
| Admin fee / account holder | $780 | $4,667-83.3% | $6,675-88.3% | $4,888-84.0% |