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 | $15,064 | $183,592-91.8% | $155,567-90.3% | $145,959-89.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | -14.54% | 61.24%-75.8pp | 64.74%-79.3pp | 561.95%-576.5pp |
| Employer contribution / active EE | $858 | $5,315-83.9% | $4,674-81.6% | $4,661-81.6% |
| Participant deferral / active EE | $186 | $6,464-97.1% | $5,628-96.7% | $6,689-97.2% |
| Admin fee / account holder | $7,147 | $19,318-63.0% | $15,916-55.1% | $13,398-46.7% |