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 | $7,493 | $142,405-94.7% | $115,157-93.5% | $152,861-95.1% |
| Participation rate | 77.8% | 82.4%-4.6pp | 75.9%+1.9pp | 82.4%-4.7pp |
| Annual return | 0.35% | 41.48%-41.1pp | 35.60%-35.3pp | 345.32%-345.0pp |
| Employer contribution / active EE | $2,285 | $4,010-43.0% | $3,179-28.1% | $4,762-52.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $923 | $8,462-89.1% | $7,088-87.0% | $11,596-92.0% |