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 | $1,713 | $138,065-98.8% | $123,544-98.6% | $135,375-98.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -82.24% | 153.68%-235.9pp | 119.20%-201.4pp | 519.73%-602.0pp |
| Employer contribution / active EE | $1,157 | $5,151-77.5% | $4,628-75.0% | $4,779-75.8% |
| Participant deferral / active EE | $1,502 | $6,799-77.9% | $6,426-76.6% | $5,609-73.2% |
| Admin fee / account holder | $1,432 | $10,916-86.9% | $9,284-84.6% | $10,827-86.8% |