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 9-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 | $2,802 | $180,449-98.4% | $154,107-98.2% | $135,375-97.9% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -11.68% | 888.09%-899.8pp | 735.12%-746.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $902 | $6,035-85.1% | $5,298-83.0% | $4,779-81.1% |
| Participant deferral / active EE | $1,805 | $5,806-68.9% | $5,081-64.5% | $5,609-67.8% |
| Admin fee / account holder | $347 | $16,143-97.9% | $13,411-97.4% | $10,827-96.8% |