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 | $1,033 | $157,256-99.3% | $141,162-99.3% | $152,861-99.3% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | 12.94% | 64.32%-51.4pp | 71.39%-58.4pp | 345.32%-332.4pp |
| Employer contribution / active EE | $221 | $5,261-95.8% | $4,735-95.3% | $4,762-95.4% |
| Participant deferral / active EE | $748 | $7,109-89.5% | $6,709-88.9% | $5,850-87.2% |
| Admin fee / account holder | $1,810 | $12,120-85.1% | $10,261-82.4% | $11,596-84.4% |