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 | $2,609 | $217,402-98.8% | $185,823-98.6% | $167,490-98.4% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 0.21% | 148.36%-148.1pp | 122.05%-121.8pp | 478.56%-478.3pp |
| Employer contribution / active EE | $229 | $5,873-96.1% | $5,167-95.6% | $4,837-95.3% |
| Participant deferral / active EE | $531 | $6,356-91.6% | $5,568-90.5% | $6,341-91.6% |
| Admin fee / account holder | $454 | $19,811-97.7% | $16,237-97.2% | $12,309-96.3% |