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 | $8,502 | $198,466-95.7% | $170,442-95.0% | $147,584-94.2% |
| Participation rate | 91.3% | 88.0%+3.3pp | 83.6%+7.7pp | 82.8%+8.5pp |
| Annual return | 7.71% | 257.29%-249.6pp | 205.93%-198.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $987 | $6,184-84.0% | $5,433-81.8% | $4,876-79.8% |
| Participant deferral / active EE | $95 | $5,629-98.3% | $4,939-98.1% | $5,439-98.3% |
| Admin fee / account holder | $587 | $16,852-96.5% | $13,880-95.8% | $10,885-94.6% |