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 | $57,302 | $124,881-54.1% | $209,409-72.6% | $116,875-51.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.4%+19.6pp | 74.5%+25.5pp |
| Annual return | -18.12% | 14.56%-32.7pp | 159.49%-177.6pp | 16.29%-34.4pp |
| Employer contribution / active EE | $8,904 | $2,588+244.1% | $5,035+76.8% | $3,288+170.8% |
| Participant deferral / active EE | $0 | $3,793-100.0% | $4,230-100.0% | $3,885-100.0% |
| Admin fee / account holder | $6,153 | $12,933-52.4% | $16,474-62.6% | $12,263-49.8% |