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 | $3,817 | $148,534-97.4% | $135,903-97.2% | $139,434-97.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 7.23% | 79.19%-72.0pp | 68.23%-61.0pp | 372.94%-365.7pp |
| Employer contribution / active EE | $346 | $5,243-93.4% | $4,856-92.9% | $4,751-92.7% |
| Participant deferral / active EE | $775 | $8,100-90.4% | $7,758-90.0% | $6,710-88.5% |
| Admin fee / account holder | $1,151 | $12,400-90.7% | $10,762-89.3% | $11,403-89.9% |