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 6-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 | $4,777 | $183,519-97.4% | $155,509-96.9% | $145,922-96.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 8.52% | 61.17%-52.6pp | 64.67%-56.1pp | 561.29%-552.8pp |
| Employer contribution / active EE | $9 | $5,313-99.8% | $4,672-99.8% | $4,660-99.8% |
| Participant deferral / active EE | $1,170 | $6,462-81.9% | $5,626-79.2% | $6,688-82.5% |
| Admin fee / account holder | $928 | $19,313-95.2% | $15,912-94.2% | $13,397-93.1% |