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 6-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 | $43 | $100,004-100.0% | $81,438-99.9% | $145,959-100.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -1456.41% | 34.34%-1490.8pp | 24.74%-1481.2pp | 561.95%-2018.4pp |
| Employer contribution / active EE | $225 | $2,970-92.4% | $2,460-90.8% | $4,661-95.2% |
| Participant deferral / active EE | $347 | $4,603-92.5% | $3,883-91.1% | $6,689-94.8% |
| Admin fee / account holder | $574 | $8,202-93.0% | $5,764-90.0% | $13,398-95.7% |