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 | $4,257 | $96,635-95.6% | $86,612-95.1% | $139,434-96.9% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 4.61% | 106.41%-101.8pp | 591.07%-586.5pp | 372.94%-368.3pp |
| Employer contribution / active EE | $424 | $3,263-87.0% | $3,022-86.0% | $4,751-91.1% |
| Participant deferral / active EE | $694 | $4,836-85.6% | $4,438-84.4% | $6,710-89.7% |
| Admin fee / account holder | $1,784 | $6,408-72.2% | $5,614-68.2% | $11,403-84.4% |