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 | $1,217 | $90,348-98.7% | $75,972-98.4% | $145,922-99.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | -0.28% | 620.88%-621.2pp | 359.55%-359.8pp | 561.29%-561.6pp |
| Employer contribution / active EE | $318 | $3,311-90.4% | $2,685-88.1% | $4,660-93.2% |
| Participant deferral / active EE | $530 | $5,162-89.7% | $4,255-87.6% | $6,688-92.1% |
| Admin fee / account holder | $4,268 | $8,467-49.6% | $6,467-34.0% | $13,397-68.1% |