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 3-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 | $7,780 | $168,632-95.4% | $147,614-94.7% | $125,391-93.8% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -6.22% | 77.65%-83.9pp | 61.98%-68.2pp | 282.22%-288.4pp |
| Employer contribution / active EE | $905 | $6,252-85.5% | $5,564-83.7% | $4,866-81.4% |
| Participant deferral / active EE | $1,229 | $5,507-77.7% | $4,895-74.9% | $5,352-77.0% |
| Admin fee / account holder | $1,772 | $13,580-87.0% | $11,611-84.7% | $9,540-81.4% |