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 4-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 | $1,845 | $175,202-98.9% | $149,673-98.8% | $139,434-98.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -52.86% | 166.71%-219.6pp | 134.42%-187.3pp | 372.94%-425.8pp |
| Employer contribution / active EE | $850 | $5,474-84.5% | $4,818-82.4% | $4,751-82.1% |
| Participant deferral / active EE | $1,699 | $6,519-73.9% | $5,680-70.1% | $6,710-74.7% |
| Admin fee / account holder | $609 | $16,150-96.2% | $13,210-95.4% | $11,403-94.7% |