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 | $3,836 | $214,378-98.2% | $200,582-98.1% | $142,382-97.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 9.06% | 46.41%-37.3pp | 42.33%-33.3pp | 217.08%-208.0pp |
| Employer contribution / active EE | $278 | $6,841-95.9% | $6,419-95.7% | $4,299-93.5% |
| Participant deferral / active EE | $278 | $9,865-97.2% | $9,331-97.0% | $6,507-95.7% |
| Admin fee / account holder | $3,225 | $17,692-81.8% | $16,305-80.2% | $12,624-74.5% |