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 | $2,648 | $202,318-98.7% | $172,739-98.5% | $152,861-98.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -17.13% | 1029.65%-1046.8pp | 802.84%-820.0pp | 345.32%-362.5pp |
| Employer contribution / active EE | $549 | $5,856-90.6% | $5,143-89.3% | $4,762-88.5% |
| Participant deferral / active EE | $823 | $5,948-86.2% | $5,198-84.2% | $5,850-85.9% |
| Admin fee / account holder | $876 | $17,109-94.9% | $13,954-93.7% | $11,596-92.4% |