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 8-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 | $1,081 | $209,411-99.5% | $178,490-99.4% | $158,922-99.3% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 2.40% | 188.75%-186.3pp | 151.07%-148.7pp | 302.83%-300.4pp |
| Employer contribution / active EE | $322 | $5,706-94.4% | $5,011-93.6% | $4,761-93.2% |
| Participant deferral / active EE | $471 | $5,954-92.1% | $5,202-90.9% | $5,982-92.1% |
| Admin fee / account holder | $918 | $17,074-94.6% | $13,984-93.4% | $11,246-91.8% |