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 5-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 | $1,549 | $106,543-98.5% | $91,220-98.3% | $134,475-98.8% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.2%+4.6pp | 81.2%-3.4pp |
| Annual return | -22.02% | 160.60%-182.6pp | 114.01%-136.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $502 | $3,331-84.9% | $2,850-82.4% | $4,740-89.4% |
| Participant deferral / active EE | $673 | $4,719-85.7% | $4,234-84.1% | $6,400-89.5% |
| Admin fee / account holder | $734 | $6,231-88.2% | $5,420-86.5% | $11,426-93.6% |