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 | $3,304 | $175,202-98.1% | $149,673-97.8% | $139,434-97.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 2.06% | 166.71%-164.6pp | 134.42%-132.4pp | 372.94%-370.9pp |
| Employer contribution / active EE | $145 | $5,474-97.3% | $4,818-97.0% | $4,751-96.9% |
| Participant deferral / active EE | $427 | $6,519-93.5% | $5,680-92.5% | $6,710-93.6% |
| Admin fee / account holder | $3,309 | $16,150-79.5% | $13,210-75.0% | $11,403-71.0% |