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 | $4,253 | $154,228-97.2% | $145,433-97.1% | $137,256-96.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.13% | 74.59%-74.5pp | 66.58%-66.4pp | 220.34%-220.2pp |
| Employer contribution / active EE | $250 | $4,804-94.8% | $4,554-94.5% | $4,156-94.0% |
| Participant deferral / active EE | $338 | $8,216-95.9% | $7,897-95.7% | $6,407-94.7% |
| Admin fee / account holder | $4,490 | $14,344-68.7% | $13,129-65.8% | $12,270-63.4% |