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 | $10,920 | $93,346-88.3% | $71,796-84.8% | $273,961-96.0% |
| Participation rate | 91.7% | 76.5%+15.1pp | 69.1%+22.6pp | 83.0%+8.7pp |
| Annual return | -41.91% | 130.39%-172.3pp | 78.04%-120.0pp | 41.45%-83.4pp |
| Employer contribution / active EE | $146 | $2,733-94.7% | $1,924-92.4% | $4,869-97.0% |
| Participant deferral / active EE | $128 | $3,475-96.3% | $2,794-95.4% | $5,287-97.6% |
| Admin fee / account holder | $654 | $6,571-90.0% | $4,815-86.4% | $10,132-93.5% |