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 | $204 | $106,515-99.8% | $96,683-99.8% | $139,434-99.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.06% | 38.43%-33.4pp | 35.69%-30.6pp | 372.94%-367.9pp |
| Employer contribution / active EE | $318 | $4,103-92.3% | $3,737-91.5% | $4,751-93.3% |
| Participant deferral / active EE | $827 | $5,454-84.8% | $4,878-83.1% | $6,710-87.7% |
| Admin fee / account holder | $63,593 | $7,877+707.3% | $6,730+845.0% | $11,403+457.7% |