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 5-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 | $1,531 | $112,729-98.6% | $98,716-98.4% | $137,256-98.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 7.30% | 38.48%-31.2pp | 31.81%-24.5pp | 220.34%-213.0pp |
| Employer contribution / active EE | $289 | $2,725-89.4% | $2,279-87.3% | $4,156-93.1% |
| Participant deferral / active EE | $322 | $4,640-93.1% | $4,048-92.0% | $6,407-95.0% |
| Admin fee / account holder | $2,709 | $10,129-73.3% | $8,703-68.9% | $12,270-77.9% |