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 | $3,041 | $129,942-97.7% | $104,294-97.1% | $134,475-97.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -25.23% | 42.03%-67.3pp | 24.61%-49.8pp | 417.96%-443.2pp |
| Employer contribution / active EE | $1,100 | $4,184-73.7% | $3,372-67.4% | $4,740-76.8% |
| Participant deferral / active EE | $1,246 | $5,588-77.7% | $4,625-73.1% | $6,400-80.5% |
| Admin fee / account holder | $1,521 | $9,323-83.7% | $7,339-79.3% | $11,426-86.7% |