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 | $209,336-98.2% | $197,124-98.1% | $137,256-97.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 9.06% | 48.09%-39.0pp | 44.34%-35.3pp | 220.34%-211.3pp |
| Employer contribution / active EE | $278 | $6,591-95.8% | $6,227-95.5% | $4,156-93.3% |
| Participant deferral / active EE | $278 | $9,614-97.1% | $9,135-97.0% | $6,407-95.7% |
| Admin fee / account holder | $3,225 | $17,308-81.4% | $16,298-80.2% | $12,270-73.7% |