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 9-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 | $7,700 | $68,346-88.7% | $94,646-91.9% | $75,163-89.8% |
| Participation rate | 84.0% | 76.1%+7.9pp | 80.8%+3.2pp | 67.2%+16.8pp |
| Annual return | 9.07% | 616.93%-607.9pp | 156.71%-147.6pp | 160.62%-151.5pp |
| Employer contribution / active EE | $23 | $2,701-99.1% | $3,672-99.4% | $2,670-99.1% |
| Participant deferral / active EE | $116 | $6,537-98.2% | $7,418-98.4% | $4,125-97.2% |
| Admin fee / account holder | $3,280 | $5,326-38.4% | $7,231-54.6% | $5,651-42.0% |