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 10-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 | $6,420 | $64,707-90.1% | $112,228-94.3% | $68,494-90.6% |
| Participation rate | 84.8% | 67.2%+17.6pp | 75.1%+9.7pp | 67.9%+16.9pp |
| Annual return | -19.72% | -11.40%-8.3pp | 27.45%-47.2pp | -7.84%-11.9pp |
| Employer contribution / active EE | $246 | $2,746-91.0% | $3,635-93.2% | $2,596-90.5% |
| Participant deferral / active EE | $1,484 | $3,565-58.4% | $4,728-68.6% | $4,027-63.1% |
| Admin fee / account holder | $340 | $5,232-93.5% | $6,410-94.7% | $5,403-93.7% |