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 | $5,340 | $107,334-95.0% | $92,893-94.3% | $152,861-96.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.40% | 145.58%-135.2pp | 109.41%-99.0pp | 345.32%-334.9pp |
| Employer contribution / active EE | $185 | $4,221-95.6% | $3,653-94.9% | $4,762-96.1% |
| Participant deferral / active EE | $675 | $4,845-86.1% | $4,236-84.1% | $5,850-88.5% |
| Admin fee / account holder | $3,679 | $7,079-48.0% | $5,794-36.5% | $11,596-68.3% |