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 | $554 | $73,867-99.2% | $143,757-99.6% | $68,494-99.2% |
| Participation rate | 78.6% | 66.7%+11.9pp | 80.3%-1.7pp | 67.9%+10.7pp |
| Annual return | -34.55% | 1.01%-35.6pp | -0.04%-34.5pp | -7.84%-26.7pp |
| Employer contribution / active EE | $172 | $3,184-94.6% | $4,951-96.5% | $2,596-93.4% |
| Participant deferral / active EE | $807 | $3,384-76.1% | $5,637-85.7% | $4,027-80.0% |
| Admin fee / account holder | $650 | $5,755-88.7% | $14,673-95.6% | $5,403-88.0% |