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 9-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 | $6,728 | $198,466-96.6% | $170,442-96.1% | $147,584-95.4% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 3.15% | 257.29%-254.1pp | 205.93%-202.8pp | 578.55%-575.4pp |
| Employer contribution / active EE | $137 | $6,184-97.8% | $5,433-97.5% | $4,876-97.2% |
| Participant deferral / active EE | $461 | $5,629-91.8% | $4,939-90.7% | $5,439-91.5% |
| Admin fee / account holder | $440 | $16,852-97.4% | $13,880-96.8% | $10,885-96.0% |