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 | $2,207 | $100,852-97.8% | $90,404-97.6% | $158,922-98.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | -46.25% | 1724.20%-1770.5pp | 1293.02%-1339.3pp | 302.83%-349.1pp |
| Employer contribution / active EE | $776 | $3,689-79.0% | $3,262-76.2% | $4,761-83.7% |
| Participant deferral / active EE | $675 | $4,348-84.5% | $3,963-83.0% | $5,982-88.7% |
| Admin fee / account holder | $676 | $6,501-89.6% | $5,611-88.0% | $11,246-94.0% |