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 | $325 | $72,071-99.5% | $68,368-99.5% | $137,256-99.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | -12.71% | 353.14%-365.8pp | 292.57%-305.3pp | 220.34%-233.0pp |
| Employer contribution / active EE | $217 | $2,788-92.2% | $2,649-91.8% | $4,156-94.8% |
| Participant deferral / active EE | $217 | $4,410-95.1% | $4,123-94.7% | $6,407-96.6% |
| Admin fee / account holder | $1,856 | $5,336-65.2% | $5,150-64.0% | $12,270-84.9% |