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 | $8,387 | $72,388-88.4% | $111,392-92.5% | $64,186-86.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | -7.84% | -1.50%-6.3pp | -2.06%-5.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,118 | $3,000-62.7% | $4,328-74.2% | $2,381-53.0% |
| Participant deferral / active EE | $1,344 | $4,241-68.3% | $5,567-75.9% | $3,470-61.3% |
| Admin fee / account holder | $588 | $5,719-89.7% | $12,266-95.2% | $4,888-88.0% |