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 8-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 | $4,981 | $157,256-96.8% | $141,162-96.5% | $152,861-96.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -0.05% | 64.32%-64.4pp | 71.39%-71.4pp | 345.32%-345.4pp |
| Employer contribution / active EE | $1,350 | $5,261-74.3% | $4,735-71.5% | $4,762-71.7% |
| Participant deferral / active EE | $1,350 | $7,109-81.0% | $6,709-79.9% | $5,850-76.9% |
| Admin fee / account holder | $3,864 | $12,120-68.1% | $10,261-62.3% | $11,596-66.7% |