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 | $4,988 | $76,552-93.5% | $123,892-96.0% | $62,891-92.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -5.75% | 18.68%-24.4pp | 47.52%-53.3pp | 20.14%-25.9pp |
| Employer contribution / active EE | $1,915 | $2,883-33.6% | $4,617-58.5% | $2,281-16.0% |
| Participant deferral / active EE | $1,868 | $4,840-61.4% | $5,984-68.8% | $3,203-41.7% |
| Admin fee / account holder | $309 | $4,826-93.6% | $8,357-96.3% | $4,296-92.8% |