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 4-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 | $14,067 | $159,602-91.2% | $150,045-90.6% | $142,382-90.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.35% | 70.24%-60.9pp | 62.55%-53.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $200 | $4,961-96.0% | $4,693-95.7% | $4,299-95.3% |
| Participant deferral / active EE | $500 | $8,310-94.0% | $7,997-93.7% | $6,507-92.3% |
| Admin fee / account holder | $1,223 | $14,846-91.8% | $13,435-90.9% | $12,624-90.3% |