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 | $1,632 | $138,044-98.8% | $125,339-98.7% | $134,475-98.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -35.73% | 750.33%-786.1pp | 572.05%-607.8pp | 417.96%-453.7pp |
| Employer contribution / active EE | $557 | $5,243-89.4% | $4,814-88.4% | $4,740-88.3% |
| Participant deferral / active EE | $2,361 | $7,799-69.7% | $7,446-68.3% | $6,400-63.1% |
| Admin fee / account holder | $72,144 | $11,571+523.5% | $10,010+620.8% | $11,426+531.4% |