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 | $2,991 | $167,484-98.2% | $151,611-98.0% | $134,475-97.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.57% | 7.80%-29.4pp | 3.33%-24.9pp | 417.96%-439.5pp |
| Employer contribution / active EE | $870 | $6,829-87.3% | $6,166-85.9% | $4,740-81.6% |
| Participant deferral / active EE | $1,472 | $8,986-83.6% | $8,363-82.4% | $6,400-77.0% |
| Admin fee / account holder | $411 | $13,783-97.0% | $11,616-96.5% | $11,426-96.4% |