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 3-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 | $1,996 | $114,381-98.3% | $107,525-98.1% | $142,382-98.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -26.21% | 242.71%-268.9pp | 181.32%-207.5pp | 217.08%-243.3pp |
| Employer contribution / active EE | $1,177 | $4,015-70.7% | $3,754-68.7% | $4,299-72.6% |
| Participant deferral / active EE | $891 | $5,564-84.0% | $5,116-82.6% | $6,507-86.3% |
| Admin fee / account holder | $625 | $9,860-93.7% | $8,919-93.0% | $12,624-95.0% |