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 | $3,694 | $80,812-95.4% | $160,784-97.7% | $82,448-95.5% |
| Participation rate | 78.0% | 66.2%+11.8pp | 77.0%+1.1pp | 68.1%+10.0pp |
| Annual return | 10.90% | 100.59%-89.7pp | 1803.92%-1793.0pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $856 | $4,335-80.3% | $6,293-86.4% | $4,139-79.3% |
| Admin fee / account holder | $865 | $7,695-88.8% | $9,717-91.1% | $7,234-88.0% |