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 | $9 | $73,867-100.0% | $143,757-100.0% | $68,494-100.0% |
| Participation rate | 80.3% | 66.7%+13.7pp | 80.3%0pp | 67.9%+12.4pp |
| Annual return | -97.74% | 1.01%-98.7pp | -0.04%-97.7pp | -7.84%-89.9pp |
| Employer contribution / active EE | $1,248 | $3,184-60.8% | $4,951-74.8% | $2,596-51.9% |
| Participant deferral / active EE | $827 | $3,384-75.6% | $5,637-85.3% | $4,027-79.5% |
| Admin fee / account holder | $21,942 | $5,755+281.3% | $14,673+49.5% | $5,403+306.1% |