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 | $6,993 | $180,449-96.1% | $154,107-95.5% | $135,375-94.8% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -10.95% | 888.09%-899.0pp | 735.12%-746.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $990 | $6,035-83.6% | $5,298-81.3% | $4,779-79.3% |
| Participant deferral / active EE | $1,354 | $5,806-76.7% | $5,081-73.4% | $5,609-75.9% |
| Admin fee / account holder | $338 | $16,143-97.9% | $13,411-97.5% | $10,827-96.9% |