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 10-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 | $940 | $102,966-99.1% | $90,281-99.0% | $152,861-99.4% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | -60.17% | 95.16%-155.3pp | 78.10%-138.3pp | 345.32%-405.5pp |
| Employer contribution / active EE | $202 | $3,139-93.6% | $2,854-92.9% | $4,762-95.8% |
| Participant deferral / active EE | $438 | $4,281-89.8% | $3,885-88.7% | $5,850-92.5% |
| Admin fee / account holder | $315 | $6,171-94.9% | $5,351-94.1% | $11,596-97.3% |