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 | $844 | $159,901-99.5% | $146,958-99.4% | $145,922-99.4% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | -49.31% | 98.13%-147.4pp | 418.34%-467.6pp | 561.29%-610.6pp |
| Employer contribution / active EE | $125 | $5,286-97.6% | $4,933-97.5% | $4,660-97.3% |
| Participant deferral / active EE | $729 | $8,428-91.3% | $8,070-91.0% | $6,688-89.1% |
| Admin fee / account holder | $1,388 | $15,044-90.8% | $12,998-89.3% | $13,397-89.6% |