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 | $434 | $138,065-99.7% | $123,544-99.6% | $135,375-99.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -981.11% | 153.68%-1134.8pp | 119.20%-1100.3pp | 519.73%-1500.8pp |
| Employer contribution / active EE | $327 | $5,151-93.7% | $4,628-92.9% | $4,779-93.2% |
| Participant deferral / active EE | $504 | $6,799-92.6% | $6,426-92.2% | $5,609-91.0% |
| Admin fee / account holder | $435 | $10,916-96.0% | $9,284-95.3% | $10,827-96.0% |