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 | $2,287 | $167,307-98.6% | $143,757-98.4% | $134,475-98.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -64.85% | 0.46%-65.3pp | -0.04%-64.8pp | 417.96%-482.8pp |
| Employer contribution / active EE | $660 | $5,619-88.3% | $4,951-86.7% | $4,740-86.1% |
| Participant deferral / active EE | $1,410 | $6,446-78.1% | $5,637-75.0% | $6,400-78.0% |
| Admin fee / account holder | $865 | $18,088-95.2% | $14,673-94.1% | $11,426-92.4% |