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 8-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.
Employer 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 | $3,881 | $107,334-96.4% | $92,893-95.8% | $152,861-97.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -13.21% | 145.58%-158.8pp | 109.41%-122.6pp | 345.32%-358.5pp |
| Employer contribution / active EE | $674 | $4,221-84.0% | $3,653-81.5% | $4,762-85.8% |
| Participant deferral / active EE | $2,751 | $4,845-43.2% | $4,236-35.1% | $5,850-53.0% |
| Admin fee / account holder | $404 | $7,079-94.3% | $5,794-93.0% | $11,596-96.5% |