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 | $5,543 | $97,044-94.3% | $83,333-93.3% | $135,375-95.9% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -14.54% | 12.31%-26.8pp | 10.63%-25.2pp | 519.73%-534.3pp |
| Employer contribution / active EE | $2,163 | $4,143-47.8% | $3,379-36.0% | $4,779-54.7% |
| Participant deferral / active EE | $500 | $5,964-91.6% | $5,565-91.0% | $5,609-91.1% |
| Admin fee / account holder | $11,651 | $8,380+39.0% | $7,510+55.1% | $10,827+7.6% |