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 | $15,828 | $176,056-91.0% | $159,436-90.1% | $167,490-90.5% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | -50.03% | 331.75%-381.8pp | 263.57%-313.6pp | 478.56%-528.6pp |
| Employer contribution / active EE | $693 | $5,297-86.9% | $4,829-85.7% | $4,837-85.7% |
| Participant deferral / active EE | $2,134 | $7,750-72.5% | $7,352-71.0% | $6,341-66.3% |
| Admin fee / account holder | $7,710 | $12,554-38.6% | $10,799-28.6% | $12,309-37.4% |