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 | $5,731 | $167,307-96.6% | $143,757-96.0% | $134,475-95.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -25.46% | 0.46%-25.9pp | -0.04%-25.4pp | 417.96%-443.4pp |
| Employer contribution / active EE | $1,133 | $5,619-79.8% | $4,951-77.1% | $4,740-76.1% |
| Participant deferral / active EE | $2,072 | $6,446-67.9% | $5,637-63.2% | $6,400-67.6% |
| Admin fee / account holder | $417 | $18,088-97.7% | $14,673-97.2% | $11,426-96.4% |