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 | $2,962 | $167,484-98.2% | $151,611-98.0% | $134,475-97.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -73.28% | 7.80%-81.1pp | 3.33%-76.6pp | 417.96%-491.2pp |
| Employer contribution / active EE | $1,430 | $6,829-79.1% | $6,166-76.8% | $4,740-69.8% |
| Participant deferral / active EE | $2,067 | $8,986-77.0% | $8,363-75.3% | $6,400-67.7% |
| Admin fee / account holder | $1,026 | $13,783-92.6% | $11,616-91.2% | $11,426-91.0% |