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 | $130,562 | $174,892-25.3% | $135,584-3.7% | $357,791-63.5% |
| Participation rate | 92.9% | 80.4%+12.5pp | 74.9%+18.0pp | 85.6%+7.3pp |
| Annual return | -50.66% | -8.84%-41.8pp | -6.29%-44.4pp | 396.79%-447.4pp |
| Employer contribution / active EE | $15,777 | $4,063+288.3% | $2,978+429.7% | $7,508+110.2% |
| Participant deferral / active EE | $9,863 | $4,096+140.8% | $3,505+181.4% | $5,521+78.7% |
| Admin fee / account holder | $7,511 | $8,977-16.3% | $7,720-2.7% | $28,387-73.5% |