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 | $1,590 | $100,773-98.4% | $88,946-98.2% | $142,382-98.9% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 4.93% | 70.18%-65.2pp | 57.82%-52.9pp | 217.08%-212.1pp |
| Employer contribution / active EE | $283 | $2,918-90.3% | $2,555-88.9% | $4,299-93.4% |
| Participant deferral / active EE | $518 | $5,230-90.1% | $4,581-88.7% | $6,507-92.0% |
| Admin fee / account holder | $3,607 | $9,693-62.8% | $8,261-56.3% | $12,624-71.4% |