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 | $6,738 | $60,124-88.8% | $90,404-92.5% | $79,858-91.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.92% | 71.94%-62.0pp | 1293.02%-1283.1pp | 31.71%-21.8pp |
| Employer contribution / active EE | $233 | $2,068-88.7% | $3,262-92.8% | $2,471-90.6% |
| Participant deferral / active EE | $457 | $2,938-84.4% | $3,963-88.5% | $3,740-87.8% |
| Admin fee / account holder | $2,369 | $3,976-40.4% | $5,611-57.8% | $5,306-55.4% |