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 | $2,379 | $111,754-97.9% | $103,333-97.7% | $145,922-98.4% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | -15.82% | 24.77%-40.6pp | 24.88%-40.7pp | 561.29%-577.1pp |
| Employer contribution / active EE | $851 | $4,212-79.8% | $3,868-78.0% | $4,660-81.7% |
| Participant deferral / active EE | $872 | $5,619-84.5% | $5,057-82.8% | $6,688-87.0% |
| Admin fee / account holder | $798 | $9,750-91.8% | $8,355-90.4% | $13,397-94.0% |