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 | $5,208 | $179,726-97.1% | $156,263-96.7% | $142,382-96.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | -16.50% | 77.86%-94.4pp | 59.47%-76.0pp | 217.08%-233.6pp |
| Employer contribution / active EE | $447 | $5,069-91.2% | $4,333-89.7% | $4,299-89.6% |
| Participant deferral / active EE | $992 | $6,956-85.7% | $6,158-83.9% | $6,507-84.8% |
| Admin fee / account holder | $4,939 | $17,272-71.4% | $14,255-65.4% | $12,624-60.9% |