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 | $24,334 | $82,032-70.3% | $123,104-80.2% | $59,632-59.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.66% | 5.12%-7.8pp | 13.22%-15.9pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $3,105 | $3,297-5.8% | $5,151-39.7% | $2,203+41.0% |
| Participant deferral / active EE | $869 | $4,667-81.4% | $6,230-86.1% | $3,192-72.8% |
| Admin fee / account holder | $1,599 | $5,881-72.8% | $9,015-82.3% | $4,297-62.8% |