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 6-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 | $6,607 | $138,044-95.2% | $125,339-94.7% | $134,475-95.1% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -21.51% | 750.33%-771.8pp | 572.05%-593.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,272 | $5,243-75.7% | $4,814-73.6% | $4,740-73.2% |
| Participant deferral / active EE | $1,589 | $7,799-79.6% | $7,446-78.7% | $6,400-75.2% |
| Admin fee / account holder | $548 | $11,571-95.3% | $10,010-94.5% | $11,426-95.2% |