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 | $3,249 | $132,634-97.6% | $115,768-97.2% | $137,256-97.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 8.63% | 160.70%-152.1pp | 100.46%-91.8pp | 220.34%-211.7pp |
| Employer contribution / active EE | $971 | $3,360-71.1% | $2,940-67.0% | $4,156-76.6% |
| Participant deferral / active EE | $971 | $5,619-82.7% | $4,917-80.3% | $6,407-84.8% |
| Admin fee / account holder | $2,933 | $15,028-80.5% | $12,439-76.4% | $12,270-76.1% |