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 7-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 | $7,192 | $138,044-94.8% | $125,339-94.3% | $134,475-94.7% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -23.50% | 750.33%-773.8pp | 572.05%-595.6pp | 417.96%-441.5pp |
| Employer contribution / active EE | $114 | $5,243-97.8% | $4,814-97.6% | $4,740-97.6% |
| Participant deferral / active EE | $2,239 | $7,799-71.3% | $7,446-69.9% | $6,400-65.0% |
| Admin fee / account holder | $320 | $11,571-97.2% | $10,010-96.8% | $11,426-97.2% |