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 | $8,626 | $138,065-93.8% | $123,544-93.0% | $135,375-93.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -18.39% | 153.68%-172.1pp | 119.20%-137.6pp | 519.73%-538.1pp |
| Employer contribution / active EE | $513 | $5,151-90.0% | $4,628-88.9% | $4,779-89.3% |
| Participant deferral / active EE | $513 | $6,799-92.4% | $6,426-92.0% | $5,609-90.8% |
| Admin fee / account holder | $1,132 | $10,916-89.6% | $9,284-87.8% | $10,827-89.5% |