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 | $12,376 | $165,984-92.5% | $164,813-92.5% | $145,922-91.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -7.19% | 100.03%-107.2pp | 69.93%-77.1pp | 561.29%-568.5pp |
| Employer contribution / active EE | $1,812 | $5,273-65.6% | $4,341-58.2% | $4,660-61.1% |
| Participant deferral / active EE | $1,812 | $6,959-74.0% | $6,031-70.0% | $6,688-72.9% |
| Admin fee / account holder | $1,991 | $16,648-88.0% | $12,690-84.3% | $13,397-85.1% |