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 4-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 | $4,433 | $100,970-95.6% | $96,576-95.4% | $137,256-96.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 4.33% | 38.16%-33.8pp | 38.47%-34.1pp | 220.34%-216.0pp |
| Employer contribution / active EE | $1,034 | $3,809-72.9% | $3,553-70.9% | $4,156-75.1% |
| Participant deferral / active EE | $1,214 | $8,286-85.3% | $7,956-84.7% | $6,407-81.1% |
| Admin fee / account holder | $21,331 | $11,312+88.6% | $11,381+87.4% | $12,270+73.8% |