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 5-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 | $3,086 | $138,044-97.8% | $125,339-97.5% | $134,475-97.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.04% | 750.33%-773.4pp | 572.05%-595.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,040 | $5,243-80.2% | $4,814-78.4% | $4,740-78.1% |
| Participant deferral / active EE | $1,935 | $7,799-75.2% | $7,446-74.0% | $6,400-69.8% |
| Admin fee / account holder | $469 | $11,571-95.9% | $10,010-95.3% | $11,426-95.9% |