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 | $5,171 | $73,102-92.9% | $123,544-95.8% | $56,287-90.8% |
| Participation rate | 84.2% | 74.3%+9.8pp | 82.3%+1.9pp | 69.9%+14.3pp |
| Annual return | -8.68% | 3.01%-11.7pp | 119.20%-127.9pp | -9.96%+1.3pp |
| Employer contribution / active EE | $632 | $2,977-78.8% | $4,628-86.3% | $2,111-70.0% |
| Participant deferral / active EE | $1,183 | $5,423-78.2% | $6,426-81.6% | $3,350-64.7% |
| Admin fee / account holder | $329 | $554-40.5% | $9,284-96.5% | $521-36.8% |