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 | $8,082 | $135,952-94.1% | $123,892-93.5% | $273,961-97.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.61% | 56.63%-55.0pp | 47.52%-45.9pp | 41.45%-39.8pp |
| Employer contribution / active EE | $269 | $5,170-94.8% | $4,617-94.2% | $4,869-94.5% |
| Participant deferral / active EE | $122 | $6,343-98.1% | $5,984-98.0% | $5,287-97.7% |
| Admin fee / account holder | $625 | $9,817-93.6% | $8,357-92.5% | $10,132-93.8% |