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 7-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 | $947 | $100,773-99.1% | $88,946-98.9% | $142,382-99.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 1.01% | 70.18%-69.2pp | 57.82%-56.8pp | 217.08%-216.1pp |
| Employer contribution / active EE | $450 | $2,918-84.6% | $2,555-82.4% | $4,299-89.5% |
| Participant deferral / active EE | $568 | $5,230-89.1% | $4,581-87.6% | $6,507-91.3% |
| Admin fee / account holder | $4,965 | $9,693-48.8% | $8,261-39.9% | $12,624-60.7% |