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 4-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 | $1,836 | $201,272-99.1% | $184,203-99.0% | $145,922-98.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.63% | 29.00%-20.4pp | 28.81%-20.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $495 | $7,022-93.0% | $6,427-92.3% | $4,660-89.4% |
| Participant deferral / active EE | $495 | $9,806-95.0% | $9,131-94.6% | $6,688-92.6% |
| Admin fee / account holder | $1,077 | $16,364-93.4% | $13,901-92.3% | $13,397-92.0% |