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 | $4,255 | $167,307-97.5% | $143,757-97.0% | $134,475-96.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -46.43% | 0.46%-46.9pp | -0.04%-46.4pp | 417.96%-464.4pp |
| Employer contribution / active EE | $1,150 | $5,619-79.5% | $4,951-76.8% | $4,740-75.7% |
| Participant deferral / active EE | $1,508 | $6,446-76.6% | $5,637-73.3% | $6,400-76.4% |
| Admin fee / account holder | $835 | $18,088-95.4% | $14,673-94.3% | $11,426-92.7% |