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 | $5,416 | $57,354-90.6% | $83,848-93.5% | $64,186-91.6% |
| Participation rate | 70.3% | 68.6%+1.7pp | 76.1%-5.9pp | 69.6%+0.7pp |
| Annual return | -13.41% | 11.38%-24.8pp | 850.88%-864.3pp | 7.63%-21.0pp |
| Employer contribution / active EE | $1,619 | $2,545-36.4% | $3,631-55.4% | $2,381-32.0% |
| Participant deferral / active EE | $505 | $2,993-83.1% | $4,082-87.6% | $3,470-85.4% |
| Admin fee / account holder | $1,149 | $4,046-71.6% | $5,478-79.0% | $4,888-76.5% |