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 4-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 | $1,446 | $183,519-99.2% | $155,509-99.1% | $145,922-99.0% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | -12.44% | 61.17%-73.6pp | 64.67%-77.1pp | 561.29%-573.7pp |
| Employer contribution / active EE | $122 | $5,313-97.7% | $4,672-97.4% | $4,660-97.4% |
| Participant deferral / active EE | $699 | $6,462-89.2% | $5,626-87.6% | $6,688-89.5% |
| Admin fee / account holder | $897 | $19,313-95.4% | $15,912-94.4% | $13,397-93.3% |