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 | $4,706 | $99,341-95.3% | $84,750-94.4% | $273,961-98.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -8.28% | 22.93%-31.2pp | 22.78%-31.1pp | 41.45%-49.7pp |
| Employer contribution / active EE | $459 | $4,214-89.1% | $3,574-87.2% | $4,869-90.6% |
| Participant deferral / active EE | $573 | $4,269-86.6% | $3,712-84.6% | $5,287-89.2% |
| Admin fee / account holder | $1,445 | $6,644-78.3% | $5,332-72.9% | $10,132-85.7% |