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 | $3,615 | $82,664-95.6% | $125,339-97.1% | $68,494-94.7% |
| Participation rate | 89.4% | 75.0%+14.4pp | 82.4%+7.0pp | 67.9%+21.5pp |
| Annual return | -25.36% | -5.97%-19.4pp | 572.05%-597.4pp | -7.84%-17.5pp |
| Employer contribution / active EE | $428 | $3,381-87.4% | $4,814-91.1% | $2,596-83.5% |
| Participant deferral / active EE | $1,352 | $6,110-77.9% | $7,446-81.8% | $4,027-66.4% |
| Admin fee / account holder | $434 | $6,275-93.1% | $10,010-95.7% | $5,403-92.0% |