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 | $2,744 | $133,958-98.0% | $112,228-97.6% | $134,475-98.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -170.06% | 47.11%-217.2pp | 27.45%-197.5pp | 417.96%-588.0pp |
| Employer contribution / active EE | $1,547 | $4,038-61.7% | $3,635-57.4% | $4,740-67.4% |
| Participant deferral / active EE | $1,294 | $5,291-75.5% | $4,728-72.6% | $6,400-79.8% |
| Admin fee / account holder | $931 | $7,489-87.6% | $6,410-85.5% | $11,426-91.8% |