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 | $2,857 | $148,534-98.1% | $135,903-97.9% | $139,434-98.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.63% | 79.19%-72.6pp | 68.23%-61.6pp | 372.94%-366.3pp |
| Employer contribution / active EE | $419 | $5,243-92.0% | $4,856-91.4% | $4,751-91.2% |
| Participant deferral / active EE | $419 | $8,100-94.8% | $7,758-94.6% | $6,710-93.8% |
| Admin fee / account holder | $1,007 | $12,400-91.9% | $10,762-90.6% | $11,403-91.2% |