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 7-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 | $3,289 | $167,484-98.0% | $151,611-97.8% | $134,475-97.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.08% | 7.80%-30.9pp | 3.33%-26.4pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,131 | $6,829-83.4% | $6,166-81.7% | $4,740-76.1% |
| Participant deferral / active EE | $1,708 | $8,986-81.0% | $8,363-79.6% | $6,400-73.3% |
| Admin fee / account holder | $7,671 | $13,783-44.3% | $11,616-34.0% | $11,426-32.9% |