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 3-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 | $8,863 | $124,319-92.9% | $111,297-92.0% | $167,490-94.7% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 2.54% | 37.44%-34.9pp | 54.65%-52.1pp | 478.56%-476.0pp |
| Employer contribution / active EE | $370 | $3,435-89.2% | $2,731-86.5% | $4,837-92.4% |
| Participant deferral / active EE | $169 | $5,180-96.7% | $4,487-96.2% | $6,341-97.3% |
| Admin fee / account holder | $9,409 | $10,618-11.4% | $7,964+18.1% | $12,309-23.6% |