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 7-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 | $1,730 | $197,591-99.1% | $177,821-99.0% | $158,922-98.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.37% | 58.76%-57.4pp | 48.32%-47.0pp | 302.83%-301.5pp |
| Employer contribution / active EE | $1,091 | $6,697-83.7% | $5,918-81.6% | $4,761-77.1% |
| Participant deferral / active EE | $2,020 | $8,405-76.0% | $7,714-73.8% | $5,982-66.2% |
| Admin fee / account holder | $317 | $15,399-97.9% | $12,427-97.5% | $11,246-97.2% |