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 | $14,327 | $165,984-91.4% | $164,813-91.3% | $145,922-90.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.01% | 100.03%-94.0pp | 69.93%-63.9pp | 561.29%-555.3pp |
| Employer contribution / active EE | $261 | $5,273-95.1% | $4,341-94.0% | $4,660-94.4% |
| Participant deferral / active EE | $980 | $6,959-85.9% | $6,031-83.8% | $6,688-85.3% |
| Admin fee / account holder | $2,396 | $16,648-85.6% | $12,690-81.1% | $13,397-82.1% |