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 | $8,274 | $112,096-92.6% | $95,952-91.4% | $158,922-94.8% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 2.69% | 171.09%-168.4pp | 91.61%-88.9pp | 302.83%-300.1pp |
| Employer contribution / active EE | $168 | $3,198-94.7% | $2,541-93.4% | $4,761-96.5% |
| Participant deferral / active EE | $954 | $4,784-80.1% | $4,167-77.1% | $5,982-84.1% |
| Admin fee / account holder | $2,092 | $10,130-79.3% | $6,795-69.2% | $11,246-81.4% |