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 3-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 | $5,934 | $117,983-95.0% | $101,794-94.2% | $142,382-95.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | -21.12% | 36.92%-58.0pp | 30.53%-51.6pp | 217.08%-238.2pp |
| Employer contribution / active EE | $170 | $2,773-93.9% | $2,289-92.6% | $4,299-96.0% |
| Participant deferral / active EE | $596 | $4,714-87.4% | $4,084-85.4% | $6,507-90.8% |
| Admin fee / account holder | $2,327 | $10,433-77.7% | $8,777-73.5% | $12,624-81.6% |