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 | $10,478 | $138,065-92.4% | $123,544-91.5% | $135,375-92.3% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -13.27% | 153.68%-166.9pp | 119.20%-132.5pp | 519.73%-533.0pp |
| Employer contribution / active EE | $1,807 | $5,151-64.9% | $4,628-60.9% | $4,779-62.2% |
| Participant deferral / active EE | $1,985 | $6,799-70.8% | $6,426-69.1% | $5,609-64.6% |
| Admin fee / account holder | $504 | $10,916-95.4% | $9,284-94.6% | $10,827-95.3% |