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 | $2,428 | $167,307-98.5% | $143,757-98.3% | $134,475-98.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -211.65% | 0.46%-212.1pp | -0.04%-211.6pp | 417.96%-629.6pp |
| Employer contribution / active EE | $1,168 | $5,619-79.2% | $4,951-76.4% | $4,740-75.4% |
| Participant deferral / active EE | $1,361 | $6,446-78.9% | $5,637-75.9% | $6,400-78.7% |
| Admin fee / account holder | $421 | $18,088-97.7% | $14,673-97.1% | $11,426-96.3% |