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 | $1,337 | $114,381-98.8% | $107,525-98.8% | $142,382-99.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 0.86% | 242.71%-241.8pp | 181.32%-180.5pp | 217.08%-216.2pp |
| Employer contribution / active EE | $5 | $4,015-99.9% | $3,754-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $42 | $5,564-99.2% | $5,116-99.2% | $6,507-99.4% |
| Admin fee / account holder | $8,450 | $9,860-14.3% | $8,919-5.3% | $12,624-33.1% |