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 | $6,143 | $135,952-95.5% | $123,892-95.0% | $273,961-97.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 3.09% | 56.63%-53.5pp | 47.52%-44.4pp | 41.45%-38.4pp |
| Employer contribution / active EE | $477 | $5,170-90.8% | $4,617-89.7% | $4,869-90.2% |
| Participant deferral / active EE | $556 | $6,343-91.2% | $5,984-90.7% | $5,287-89.5% |
| Admin fee / account holder | $316 | $9,817-96.8% | $8,357-96.2% | $10,132-96.9% |