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 | $1,885 | $159,934-98.8% | $147,005-98.7% | $145,959-98.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -1.13% | 98.24%-99.4pp | 418.76%-419.9pp | 561.95%-563.1pp |
| Employer contribution / active EE | $1,035 | $5,287-80.4% | $4,934-79.0% | $4,661-77.8% |
| Participant deferral / active EE | $1,294 | $8,427-84.6% | $8,070-84.0% | $6,689-80.7% |
| Admin fee / account holder | $6,492 | $15,053-56.9% | $13,006-50.1% | $13,398-51.5% |