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 | $2,593 | $159,901-98.4% | $146,958-98.2% | $145,922-98.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.93% | 98.13%-90.2pp | 418.34%-410.4pp | 561.29%-553.4pp |
| Employer contribution / active EE | $285 | $5,286-94.6% | $4,933-94.2% | $4,660-93.9% |
| Participant deferral / active EE | $278 | $8,428-96.7% | $8,070-96.6% | $6,688-95.8% |
| Admin fee / account holder | $1,855 | $15,044-87.7% | $12,998-85.7% | $13,397-86.2% |