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 7-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.
Employer 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 | $4,490 | $198,466-97.7% | $170,442-97.4% | $147,584-97.0% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | -31.62% | 257.29%-288.9pp | 205.93%-237.6pp | 578.55%-610.2pp |
| Employer contribution / active EE | $941 | $6,184-84.8% | $5,433-82.7% | $4,876-80.7% |
| Participant deferral / active EE | $692 | $5,629-87.7% | $4,939-86.0% | $5,439-87.3% |
| Admin fee / account holder | $1,321 | $16,852-92.2% | $13,880-90.5% | $10,885-87.9% |