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 | $21,208 | $98,240-78.4% | $82,313-74.2% | $147,584-85.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -0.18% | 30.85%-31.0pp | 25.88%-26.1pp | 578.55%-578.7pp |
| Employer contribution / active EE | $2,511 | $3,192-21.3% | $2,428+3.4% | $4,876-48.5% |
| Participant deferral / active EE | $448 | $4,383-89.8% | $3,706-87.9% | $5,439-91.8% |
| Admin fee / account holder | $922 | $8,563-89.2% | $5,608-83.6% | $10,885-91.5% |