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 | $7,529 | $76,000-90.1% | $154,107-95.1% | $64,186-88.3% |
| Participation rate | 80.8% | 70.4%+10.4pp | 83.0%-2.3pp | 69.6%+11.2pp |
| Annual return | -8.21% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | -$62 | $3,351-101.9% | $5,298-101.2% | $2,381-102.6% |
| Participant deferral / active EE | $98 | $3,175-96.9% | $5,081-98.1% | $3,470-97.2% |
| Admin fee / account holder | $477 | $5,596-91.5% | $13,411-96.4% | $4,888-90.2% |