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 7-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 | $4,351 | $111,814-96.1% | $93,654-95.4% | $145,959-97.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 1.89% | 203.30%-201.4pp | 133.34%-131.4pp | 561.95%-560.1pp |
| Employer contribution / active EE | $737 | $3,092-76.1% | $2,421-69.5% | $4,661-84.2% |
| Participant deferral / active EE | $1,106 | $4,914-77.5% | $4,413-74.9% | $6,689-83.5% |
| Admin fee / account holder | $730 | $10,246-92.9% | $8,282-91.2% | $13,398-94.6% |