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 | $6,786 | $172,111-96.1% | $150,298-95.5% | $137,256-95.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.14% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $665 | $4,636-85.7% | $4,154-84.0% | $4,156-84.0% |
| Participant deferral / active EE | $665 | $6,166-89.2% | $5,453-87.8% | $6,407-89.6% |
| Admin fee / account holder | $980 | $16,471-94.1% | $14,116-93.1% | $12,270-92.0% |