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 | $2,411 | $138,044-98.3% | $125,339-98.1% | $134,475-98.2% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -32.56% | 750.33%-782.9pp | 572.05%-604.6pp | 417.96%-450.5pp |
| Employer contribution / active EE | $1,055 | $5,243-79.9% | $4,814-78.1% | $4,740-77.7% |
| Participant deferral / active EE | $1,874 | $7,799-76.0% | $7,446-74.8% | $6,400-70.7% |
| Admin fee / account holder | $825 | $11,571-92.9% | $10,010-91.8% | $11,426-92.8% |