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 5-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 | $11,207 | $159,901-93.0% | $146,958-92.4% | $145,922-92.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -22.10% | 98.13%-120.2pp | 418.34%-440.4pp | 561.29%-583.4pp |
| Employer contribution / active EE | $565 | $5,286-89.3% | $4,933-88.6% | $4,660-87.9% |
| Participant deferral / active EE | $586 | $8,428-93.1% | $8,070-92.7% | $6,688-91.2% |
| Admin fee / account holder | $4,931 | $15,044-67.2% | $12,998-62.1% | $13,397-63.2% |