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 9-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 | $4,948 | $190,805-97.4% | $159,960-96.9% | $134,475-96.3% |
| Participation rate | 76.9% | 81.9%-5.0pp | 78.0%-1.0pp | 81.2%-4.3pp |
| Annual return | -24.54% | 552.23%-576.8pp | 408.60%-433.1pp | 417.96%-442.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $811 | $6,923-88.3% | $6,182-86.9% | $6,400-87.3% |
| Admin fee / account holder | $345 | $10,471-96.7% | $8,698-96.0% | $11,426-97.0% |