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 6-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 | $8,844 | $159,602-94.5% | $150,045-94.1% | $142,382-93.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -5.33% | 70.24%-75.6pp | 62.55%-67.9pp | 217.08%-222.4pp |
| Employer contribution / active EE | $580 | $4,961-88.3% | $4,693-87.6% | $4,299-86.5% |
| Participant deferral / active EE | $925 | $8,310-88.9% | $7,997-88.4% | $6,507-85.8% |
| Admin fee / account holder | $1,962 | $14,846-86.8% | $13,435-85.4% | $12,624-84.5% |