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 10-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 | $4,104 | $180,449-97.7% | $154,107-97.3% | $135,375-97.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -10.31% | 888.09%-898.4pp | 735.12%-745.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $747 | $6,035-87.6% | $5,298-85.9% | $4,779-84.4% |
| Participant deferral / active EE | $936 | $5,806-83.9% | $5,081-81.6% | $5,609-83.3% |
| Admin fee / account holder | $734 | $16,143-95.5% | $13,411-94.5% | $10,827-93.2% |