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 3-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 | $7,286 | $166,020-95.6% | $164,866-95.6% | $145,959-95.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -22.02% | 100.08%-122.1pp | 69.97%-92.0pp | 561.95%-584.0pp |
| Employer contribution / active EE | $800 | $5,275-84.8% | $4,343-81.6% | $4,661-82.8% |
| Participant deferral / active EE | $659 | $6,961-90.5% | $6,033-89.1% | $6,689-90.1% |
| Admin fee / account holder | $7,056 | $16,644-57.6% | $12,689-44.4% | $13,398-47.3% |