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 8-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 | $7,585 | $179,726-95.8% | $156,263-95.1% | $142,382-94.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.16% | 77.86%-68.7pp | 59.47%-50.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $765 | $5,069-84.9% | $4,333-82.3% | $4,299-82.2% |
| Participant deferral / active EE | $1,972 | $6,956-71.6% | $6,158-68.0% | $6,507-69.7% |
| Admin fee / account holder | $2,184 | $17,272-87.4% | $14,255-84.7% | $12,624-82.7% |