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 | $6,725 | $49,922-86.5% | $80,569-91.7% | $75,163-91.1% |
| Participation rate | 98.6% | 55.3%+43.3pp | 67.0%+31.6pp | 67.2%+31.4pp |
| Annual return | 13.73% | 34.69%-21.0pp | 935.43%-921.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,134 | $1,698+25.7% | $2,723-21.6% | $2,670-20.1% |
| Participant deferral / active EE | $715 | $2,990-76.1% | $4,447-83.9% | $4,125-82.7% |
| Admin fee / account holder | $1,690 | $3,577-52.7% | $5,377-68.6% | $5,651-70.1% |