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 | $5,610 | $127,065-95.6% | $113,168-95.0% | $142,382-96.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 4.58% | 24.03%-19.4pp | 24.27%-19.7pp | 217.08%-212.5pp |
| Employer contribution / active EE | $390 | $3,442-88.7% | $2,975-86.9% | $4,299-90.9% |
| Participant deferral / active EE | $164 | $5,716-97.1% | $5,107-96.8% | $6,507-97.5% |
| Admin fee / account holder | $2,240 | $15,736-85.8% | $12,068-81.4% | $12,624-82.3% |