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 | $8,508 | $72,177-88.2% | $115,037-92.6% | $59,632-85.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -4.35% | 12.02%-16.4pp | 26.14%-30.5pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $3,489 | $2,841+22.8% | $4,608-24.3% | $2,203+58.4% |
| Participant deferral / active EE | $1,748 | $4,783-63.5% | $6,026-71.0% | $3,192-45.2% |
| Admin fee / account holder | $325 | $4,927-93.4% | $8,175-96.0% | $4,297-92.4% |