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 | $4,465 | $99,640-95.5% | $86,436-94.8% | $134,475-96.7% |
| Participation rate | 88.9% | 82.0%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -33.19% | 6782.58%-6815.8pp | 4394.89%-4428.1pp | 417.96%-451.2pp |
| Employer contribution / active EE | $1,084 | $4,400-75.4% | $3,769-71.2% | $4,740-77.1% |
| Participant deferral / active EE | $2,184 | $7,246-69.9% | $6,952-68.6% | $6,400-65.9% |
| Admin fee / account holder | $722 | $8,371-91.4% | $6,731-89.3% | $11,426-93.7% |