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 | $1,048 | $148,534-99.3% | $135,903-99.2% | $139,434-99.2% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 5.73% | 79.19%-73.5pp | 68.23%-62.5pp | 372.94%-367.2pp |
| Employer contribution / active EE | $20 | $5,243-99.6% | $4,856-99.6% | $4,751-99.6% |
| Participant deferral / active EE | $58 | $8,100-99.3% | $7,758-99.3% | $6,710-99.1% |
| Admin fee / account holder | $1,179 | $12,400-90.5% | $10,762-89.0% | $11,403-89.7% |