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 | $31,380 | $94,529-66.8% | $140,016-77.6% | $64,186-51.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.58% | 7.77%-15.3pp | 651.12%-658.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,090 | $3,812-45.2% | $5,606-62.7% | $2,381-12.2% |
| Participant deferral / active EE | $1,318 | $5,250-74.9% | $6,927-81.0% | $3,470-62.0% |
| Admin fee / account holder | $1,766 | $6,741-73.8% | $10,705-83.5% | $4,888-63.9% |