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 5-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 | $3,882 | $142,344-97.3% | $119,609-96.8% | $134,475-97.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.51% | -12.44%-9.1pp | -14.97%-6.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,332 | $5,222-74.5% | $4,232-68.5% | $4,740-71.9% |
| Participant deferral / active EE | $1,628 | $6,469-74.8% | $5,602-70.9% | $6,400-74.6% |
| Admin fee / account holder | $840 | $13,584-93.8% | $10,323-91.9% | $11,426-92.6% |