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 4-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 | $5,680 | $179,726-96.8% | $156,263-96.4% | $142,382-96.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 4.32% | 77.86%-73.5pp | 59.47%-55.1pp | 217.08%-212.8pp |
| Employer contribution / active EE | $291 | $5,069-94.3% | $4,333-93.3% | $4,299-93.2% |
| Participant deferral / active EE | $330 | $6,956-95.3% | $6,158-94.6% | $6,507-94.9% |
| Admin fee / account holder | $17,495 | $17,272+1.3% | $14,255+22.7% | $12,624+38.6% |