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 4-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 | $3,168 | $138,044-97.7% | $125,339-97.5% | $134,475-97.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -28.69% | 750.33%-779.0pp | 572.05%-600.7pp | 417.96%-446.7pp |
| Employer contribution / active EE | $948 | $5,243-81.9% | $4,814-80.3% | $4,740-80.0% |
| Participant deferral / active EE | $1,561 | $7,799-80.0% | $7,446-79.0% | $6,400-75.6% |
| Admin fee / account holder | $1,638 | $11,571-85.8% | $10,010-83.6% | $11,426-85.7% |