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 6-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 | $8,673 | $140,940-93.8% | $112,229-92.3% | $139,434-93.8% |
| Participation rate | 95.8% | 79.2%+16.6pp | 72.4%+23.4pp | 80.3%+15.5pp |
| Annual return | -3.09% | 32.71%-35.8pp | 30.20%-33.3pp | 372.94%-376.0pp |
| Employer contribution / active EE | $1,910 | $4,283-55.4% | $3,430-44.3% | $4,751-59.8% |
| Participant deferral / active EE | $1,072 | $5,874-81.8% | $4,798-77.7% | $6,710-84.0% |
| Admin fee / account holder | $527 | $9,954-94.7% | $7,748-93.2% | $11,403-95.4% |