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 | $7,782 | $117,859-93.4% | $102,438-92.4% | $145,959-94.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.26% | 31.72%-26.5pp | 29.37%-24.1pp | 561.95%-556.7pp |
| Employer contribution / active EE | $425 | $3,615-88.2% | $3,024-85.9% | $4,661-90.9% |
| Participant deferral / active EE | $243 | $5,732-95.8% | $5,054-95.2% | $6,689-96.4% |
| Admin fee / account holder | $7,330 | $13,318-45.0% | $9,448-22.4% | $13,398-45.3% |