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 5-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 | $706 | $64,707-98.9% | $112,228-99.4% | $68,494-99.0% |
| Participation rate | 84.4% | 67.2%+17.2pp | 75.1%+9.3pp | 67.9%+16.5pp |
| Annual return | -21.06% | -11.40%-9.7pp | 27.45%-48.5pp | -7.84%-13.2pp |
| Employer contribution / active EE | $422 | $2,746-84.6% | $3,635-88.4% | $2,596-83.7% |
| Participant deferral / active EE | $647 | $3,565-81.8% | $4,728-86.3% | $4,027-83.9% |
| Admin fee / account holder | $401 | $5,232-92.3% | $6,410-93.7% | $5,403-92.6% |