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 4-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 | $5,867 | $159,901-96.3% | $146,958-96.0% | $145,922-96.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.61% | 98.13%-91.5pp | 418.34%-411.7pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,535 | $5,286-71.0% | $4,933-68.9% | $4,660-67.1% |
| Participant deferral / active EE | $1,685 | $8,428-80.0% | $8,070-79.1% | $6,688-74.8% |
| Admin fee / account holder | $5,850 | $15,044-61.1% | $12,998-55.0% | $13,397-56.3% |