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 | $8,864 | $102,317-91.3% | $146,958-94.0% | $80,856-89.0% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | -1.07% | 134.76%-135.8pp | 418.34%-419.4pp | 35.59%-36.7pp |
| Employer contribution / active EE | $659 | $3,713-82.3% | $4,933-86.6% | $2,755-76.1% |
| Participant deferral / active EE | $2,252 | $6,644-66.1% | $8,070-72.1% | $4,296-47.6% |
| Admin fee / account holder | $973 | $7,941-87.7% | $12,998-92.5% | $6,918-85.9% |