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 | $11,106 | $87,540-87.3% | $75,781-85.3% | $125,391-91.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.17% | 13.48%-19.7pp | 9.68%-15.8pp | 282.22%-288.4pp |
| Employer contribution / active EE | $139 | $3,930-96.5% | $3,323-95.8% | $4,866-97.1% |
| Participant deferral / active EE | $967 | $4,229-77.1% | $3,651-73.5% | $5,352-81.9% |
| Admin fee / account holder | $519 | $6,502-92.0% | $5,299-90.2% | $9,540-94.6% |