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 | $4,780 | $100,773-95.3% | $88,946-94.6% | $142,382-96.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -2.41% | 70.18%-72.6pp | 57.82%-60.2pp | 217.08%-219.5pp |
| Employer contribution / active EE | $40 | $2,918-98.6% | $2,555-98.4% | $4,299-99.1% |
| Participant deferral / active EE | $600 | $5,230-88.5% | $4,581-86.9% | $6,507-90.8% |
| Admin fee / account holder | $44,704 | $9,693+361.2% | $8,261+441.2% | $12,624+254.1% |