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 | $154,228-90.9% | $145,433-90.3% | $137,256-89.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.35% | 74.59%-65.2pp | 66.58%-57.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $200 | $4,804-95.8% | $4,554-95.6% | $4,156-95.2% |
| Participant deferral / active EE | $500 | $8,216-93.9% | $7,897-93.7% | $6,407-92.2% |
| Admin fee / account holder | $1,223 | $14,344-91.5% | $13,129-90.7% | $12,270-90.0% |