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 | $4,780 | $65,365-92.7% | $92,893-94.9% | $72,985-93.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 10.35% | 42.10%-31.7pp | 109.41%-99.1pp | 81.00%-70.6pp |
| Employer contribution / active EE | $585 | $2,594-77.4% | $3,653-84.0% | $2,440-76.0% |
| Participant deferral / active EE | $633 | $3,128-79.8% | $4,236-85.1% | $3,607-82.5% |
| Admin fee / account holder | $806 | $4,251-81.1% | $5,794-86.1% | $5,124-84.3% |