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 | $1,933 | $159,901-98.8% | $146,958-98.7% | $145,922-98.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | -36.49% | 98.13%-134.6pp | 418.34%-454.8pp | 561.29%-597.8pp |
| Employer contribution / active EE | $446 | $5,286-91.6% | $4,933-91.0% | $4,660-90.4% |
| Participant deferral / active EE | $668 | $8,428-92.1% | $8,070-91.7% | $6,688-90.0% |
| Admin fee / account holder | $447 | $15,044-97.0% | $12,998-96.6% | $13,397-96.7% |