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 | $2,220 | $159,602-98.6% | $150,045-98.5% | $142,382-98.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -26.15% | 70.24%-96.4pp | 62.55%-88.7pp | 217.08%-243.2pp |
| Employer contribution / active EE | $522 | $4,961-89.5% | $4,693-88.9% | $4,299-87.9% |
| Participant deferral / active EE | $584 | $8,310-93.0% | $7,997-92.7% | $6,507-91.0% |
| Admin fee / account holder | $751 | $14,846-94.9% | $13,435-94.4% | $12,624-94.1% |