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 6-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 | $8,327 | $176,056-95.3% | $159,436-94.8% | $167,490-95.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -13.27% | 331.75%-345.0pp | 263.57%-276.8pp | 478.56%-491.8pp |
| Employer contribution / active EE | $2,227 | $5,297-58.0% | $4,829-53.9% | $4,837-54.0% |
| Participant deferral / active EE | $2,308 | $7,750-70.2% | $7,352-68.6% | $6,341-63.6% |
| Admin fee / account holder | $673 | $12,554-94.6% | $10,799-93.8% | $12,309-94.5% |