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 | $5,892 | $138,044-95.7% | $125,339-95.3% | $134,475-95.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.56% | 750.33%-774.9pp | 572.05%-596.6pp | 417.96%-442.5pp |
| Employer contribution / active EE | $18,566 | $5,243+254.1% | $4,814+285.7% | $4,740+291.7% |
| Participant deferral / active EE | $2,382 | $7,799-69.5% | $7,446-68.0% | $6,400-62.8% |
| Admin fee / account holder | $13,667 | $11,571+18.1% | $10,010+36.5% | $11,426+19.6% |