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 | $1,695 | $157,256-98.9% | $141,162-98.8% | $152,861-98.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 0.55% | 64.32%-63.8pp | 71.39%-70.8pp | 345.32%-344.8pp |
| Employer contribution / active EE | $126 | $5,261-97.6% | $4,735-97.3% | $4,762-97.4% |
| Participant deferral / active EE | $296 | $7,109-95.8% | $6,709-95.6% | $5,850-94.9% |
| Admin fee / account holder | $898 | $12,120-92.6% | $10,261-91.2% | $11,596-92.3% |