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 | $5,115 | $171,865-97.0% | $149,718-96.6% | $147,584-96.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.67% | 2113.22%-2107.5pp | 1501.63%-1496.0pp | 578.55%-572.9pp |
| Employer contribution / active EE | $327 | $6,275-94.8% | $5,445-94.0% | $4,876-93.3% |
| Participant deferral / active EE | $393 | $7,271-94.6% | $6,569-94.0% | $5,439-92.8% |
| Admin fee / account holder | $1,206 | $13,799-91.3% | $11,283-89.3% | $10,885-88.9% |