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 | $12,191 | $93,346-86.9% | $71,796-83.0% | $273,961-95.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -0.23% | 130.39%-130.6pp | 78.04%-78.3pp | 41.45%-41.7pp |
| Employer contribution / active EE | $1,178 | $2,733-56.9% | $1,924-38.8% | $4,869-75.8% |
| Participant deferral / active EE | $118 | $3,475-96.6% | $2,794-95.8% | $5,287-97.8% |
| Admin fee / account holder | $4,557 | $6,571-30.7% | $4,815-5.4% | $10,132-55.0% |