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 | $4,206 | $202,318-97.9% | $172,739-97.6% | $152,861-97.2% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 11.39% | 1029.65%-1018.3pp | 802.84%-791.4pp | 345.32%-333.9pp |
| Employer contribution / active EE | $475 | $5,856-91.9% | $5,143-90.8% | $4,762-90.0% |
| Participant deferral / active EE | $1,360 | $5,948-77.1% | $5,198-73.8% | $5,850-76.8% |
| Admin fee / account holder | $1,565 | $17,109-90.9% | $13,954-88.8% | $11,596-86.5% |