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 7-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 | $9,414 | $167,307-94.4% | $143,757-93.5% | $134,475-93.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -21.27% | 0.46%-21.7pp | -0.04%-21.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $674 | $5,619-88.0% | $4,951-86.4% | $4,740-85.8% |
| Participant deferral / active EE | $1,721 | $6,446-73.3% | $5,637-69.5% | $6,400-73.1% |
| Admin fee / account holder | $832 | $18,088-95.4% | $14,673-94.3% | $11,426-92.7% |