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 | $5,091 | $159,901-96.8% | $146,958-96.5% | $145,922-96.5% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | -8.73% | 98.13%-106.9pp | 418.34%-427.1pp | 561.29%-570.0pp |
| Employer contribution / active EE | $18 | $5,286-99.7% | $4,933-99.6% | $4,660-99.6% |
| Participant deferral / active EE | $18 | $8,428-99.8% | $8,070-99.8% | $6,688-99.7% |
| Admin fee / account holder | $1,073 | $15,044-92.9% | $12,998-91.7% | $13,397-92.0% |