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 9-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 | $1,787 | $57,354-96.9% | $83,848-97.9% | $64,186-97.2% |
| Participation rate | 75.5% | 68.6%+6.9pp | 76.1%-0.6pp | 69.6%+5.9pp |
| Annual return | -14.65% | 11.38%-26.0pp | 850.88%-865.5pp | 7.63%-22.3pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,077 | $2,993-64.0% | $4,082-73.6% | $3,470-69.0% |
| Admin fee / account holder | $472 | $4,046-88.3% | $5,478-91.4% | $4,888-90.3% |