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 3-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 | $879 | $102,317-99.1% | $146,958-99.4% | $80,856-98.9% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | -643.89% | 134.76%-778.6pp | 418.34%-1062.2pp | 35.59%-679.5pp |
| Employer contribution / active EE | $24,805 | $3,713+568.0% | $4,933+402.9% | $2,755+800.4% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $13,808 | $7,941+73.9% | $12,998+6.2% | $6,918+99.6% |