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 6-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 | $25,122 | $174,896-85.6% | $125,339-80.0% | - |
| Participation rate | 100.0% | 70.4%+29.6pp | 82.4%+17.6pp | - |
| Annual return | -19.55% | -12.90%-6.7pp | 572.05%-591.6pp | - |
| Employer contribution / active EE | $3,286 | $3,570-7.9% | $4,814-31.7% | - |
| Participant deferral / active EE | $4,199 | $6,354-33.9% | $7,446-43.6% | - |
| Admin fee / account holder | $3,398 | $56,117-93.9% | $10,010-66.0% | - |