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 4-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 | $2,554 | $102,317-97.5% | $146,958-98.3% | $80,856-96.8% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.2%-8.8pp | 67.6%+5.7pp |
| Annual return | 10.70% | 134.76%-124.1pp | 418.34%-407.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $46 | $3,713-98.8% | $4,933-99.1% | $2,755-98.3% |
| Participant deferral / active EE | $748 | $6,644-88.7% | $8,070-90.7% | $4,296-82.6% |
| Admin fee / account holder | $597 | $7,941-92.5% | $12,998-95.4% | $6,918-91.4% |