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 | $6,691 | $73,867-90.9% | $143,757-95.3% | $68,494-90.2% |
| Participation rate | 73.8% | 66.7%+7.2pp | 80.3%-6.5pp | 67.9%+5.9pp |
| Annual return | -25.29% | 1.01%-26.3pp | -0.04%-25.3pp | -7.84%-17.5pp |
| Employer contribution / active EE | $830 | $3,184-73.9% | $4,951-83.2% | $2,596-68.0% |
| Participant deferral / active EE | $377 | $3,384-88.9% | $5,637-93.3% | $4,027-90.6% |
| Admin fee / account holder | $866 | $5,755-84.9% | $14,673-94.1% | $5,403-84.0% |