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 | $12,704 | $160,055-92.1% | $140,016-90.9% | $135,375-90.6% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.5%-4.9pp | 82.6%0pp |
| Annual return | -16.17% | 911.38%-927.5pp | 651.12%-667.3pp | 519.73%-535.9pp |
| Employer contribution / active EE | $1,941 | $6,420-69.8% | $5,606-65.4% | $4,779-59.4% |
| Participant deferral / active EE | $2,546 | $7,642-66.7% | $6,927-63.3% | $5,609-54.6% |
| Admin fee / account holder | $310 | $13,328-97.7% | $10,705-97.1% | $10,827-97.1% |