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 10-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 | $6,069 | $76,000-92.0% | $154,107-96.1% | $64,186-90.5% |
| Participation rate | 72.0% | 70.4%+1.5pp | 83.0%-11.1pp | 69.6%+2.4pp |
| Annual return | -10.61% | 30.32%-40.9pp | 735.12%-745.7pp | 7.63%-18.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $866 | $3,175-72.7% | $5,081-83.0% | $3,470-75.0% |
| Admin fee / account holder | $1,332 | $5,596-76.2% | $13,411-90.1% | $4,888-72.7% |