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 | $8,160 | $71,883-88.6% | $86,677-90.6% | $68,494-88.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.85% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,697 | $2,173-21.9% | $2,836-40.2% | $2,596-34.6% |
| Participant deferral / active EE | $800 | $3,779-78.8% | $4,656-82.8% | $4,027-80.1% |
| Admin fee / account holder | $820 | $6,112-86.6% | $7,493-89.1% | $5,403-84.8% |