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 | $3,925 | $177,572-97.8% | $154,803-97.5% | $142,382-97.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -56.18% | 65.07%-121.2pp | 58.88%-115.1pp | 217.08%-273.3pp |
| Employer contribution / active EE | $1,494 | $4,810-68.9% | $4,305-65.3% | $4,299-65.2% |
| Participant deferral / active EE | $513 | $6,272-91.8% | $5,540-90.7% | $6,507-92.1% |
| Admin fee / account holder | $3,526 | $16,786-79.0% | $14,329-75.4% | $12,624-72.1% |