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 | $2,498 | $88,751-97.2% | $81,812-96.9% | $145,922-98.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -8.22% | 1025.40%-1033.6pp | 773.79%-782.0pp | 561.29%-569.5pp |
| Employer contribution / active EE | $854 | $3,083-72.3% | $2,912-70.7% | $4,660-81.7% |
| Participant deferral / active EE | $399 | $4,643-91.4% | $4,319-90.8% | $6,688-94.0% |
| Admin fee / account holder | $387 | $8,415-95.4% | $7,386-94.8% | $13,397-97.1% |