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 | $13,692 | $57,354-76.1% | $83,848-83.7% | $64,186-78.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -12.28% | 11.38%-23.7pp | 850.88%-863.2pp | 7.63%-19.9pp |
| Employer contribution / active EE | $2,574 | $2,545+1.1% | $3,631-29.1% | $2,381+8.1% |
| Participant deferral / active EE | $508 | $2,993-83.0% | $4,082-87.5% | $3,470-85.3% |
| Admin fee / account holder | $1,503 | $4,046-62.9% | $5,478-72.6% | $4,888-69.3% |