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 6-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 | $1,312 | $92,703-98.6% | $82,719-98.4% | $134,475-99.0% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -66.34% | 944.92%-1011.3pp | 701.18%-767.5pp | 417.96%-484.3pp |
| Employer contribution / active EE | $295 | $3,274-91.0% | $3,009-90.2% | $4,740-93.8% |
| Participant deferral / active EE | $404 | $4,802-91.6% | $4,395-90.8% | $6,400-93.7% |
| Admin fee / account holder | $623 | $5,983-89.6% | $5,329-88.3% | $11,426-94.5% |