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 8-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 | $7,477 | $117,859-93.7% | $102,438-92.7% | $145,959-94.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -17.51% | 31.72%-49.2pp | 29.37%-46.9pp | 561.95%-579.5pp |
| Employer contribution / active EE | $418 | $3,615-88.4% | $3,024-86.2% | $4,661-91.0% |
| Participant deferral / active EE | $522 | $5,732-90.9% | $5,054-89.7% | $6,689-92.2% |
| Admin fee / account holder | $2,932 | $13,318-78.0% | $9,448-69.0% | $13,398-78.1% |