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 9-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 | $3,857 | $82,664-95.3% | $125,339-96.9% | $68,494-94.4% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -20.85% | -5.97%-14.9pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $754 | $3,381-77.7% | $4,814-84.3% | $2,596-71.0% |
| Participant deferral / active EE | $1,273 | $6,110-79.2% | $7,446-82.9% | $4,027-68.4% |
| Admin fee / account holder | $547 | $6,275-91.3% | $10,010-94.5% | $5,403-89.9% |