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 | $5,293 | $159,602-96.7% | $150,045-96.5% | $142,382-96.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -4.09% | 70.24%-74.3pp | 62.55%-66.6pp | 217.08%-221.2pp |
| Employer contribution / active EE | $720 | $4,961-85.5% | $4,693-84.6% | $4,299-83.2% |
| Participant deferral / active EE | $720 | $8,310-91.3% | $7,997-91.0% | $6,507-88.9% |
| Admin fee / account holder | $18,713 | $14,846+26.0% | $13,435+39.3% | $12,624+48.2% |