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 8-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 | $744 | $159,901-99.5% | $146,958-99.5% | $145,922-99.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.55% | 98.13%-88.6pp | 418.34%-408.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $453 | $5,286-91.4% | $4,933-90.8% | $4,660-90.3% |
| Participant deferral / active EE | $1,995 | $8,428-76.3% | $8,070-75.3% | $6,688-70.2% |
| Admin fee / account holder | $906 | $15,044-94.0% | $12,998-93.0% | $13,397-93.2% |