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 | $8,125 | $114,381-92.9% | $107,525-92.4% | $142,382-94.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.54% | 242.71%-234.2pp | 181.32%-172.8pp | 217.08%-208.5pp |
| Employer contribution / active EE | $189 | $4,015-95.3% | $3,754-95.0% | $4,299-95.6% |
| Participant deferral / active EE | $704 | $5,564-87.4% | $5,116-86.2% | $6,507-89.2% |
| Admin fee / account holder | $25,230 | $9,860+155.9% | $8,919+182.9% | $12,624+99.9% |