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 | $6,258 | $96,635-93.5% | $86,612-92.8% | $139,434-95.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.05% | 106.41%-102.4pp | 591.07%-587.0pp | 372.94%-368.9pp |
| Employer contribution / active EE | $86 | $3,263-97.4% | $3,022-97.2% | $4,751-98.2% |
| Participant deferral / active EE | $137 | $4,836-97.2% | $4,438-96.9% | $6,710-98.0% |
| Admin fee / account holder | $2,502 | $6,408-61.0% | $5,614-55.4% | $11,403-78.1% |