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 | $159,901-98.8% | $146,958-98.7% | $145,922-98.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -1.13% | 98.13%-99.3pp | 418.34%-419.5pp | 561.29%-562.4pp |
| Employer contribution / active EE | $1,035 | $5,286-80.4% | $4,933-79.0% | $4,660-77.8% |
| Participant deferral / active EE | $1,294 | $8,428-84.6% | $8,070-84.0% | $6,688-80.7% |
| Admin fee / account holder | $6,492 | $15,044-56.8% | $12,998-50.1% | $13,397-51.5% |