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 | $2,983 | $124,281-97.6% | $109,143-97.3% | $167,490-98.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 9.03% | 26.04%-17.0pp | 25.75%-16.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $542 | $4,207-87.1% | $3,722-85.4% | $4,837-88.8% |
| Participant deferral / active EE | $1,435 | $5,255-72.7% | $4,653-69.2% | $6,341-77.4% |
| Admin fee / account holder | $461 | $7,970-94.2% | $6,752-93.2% | $12,309-96.3% |