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 10-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 | $5,843 | $202,318-97.1% | $172,739-96.6% | $152,861-96.2% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.4%+3.9pp |
| Annual return | 6.39% | 1029.65%-1023.3pp | 802.84%-796.4pp | 345.32%-338.9pp |
| Employer contribution / active EE | $562 | $5,856-90.4% | $5,143-89.1% | $4,762-88.2% |
| Participant deferral / active EE | $1,263 | $5,948-78.8% | $5,198-75.7% | $5,850-78.4% |
| Admin fee / account holder | $458 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |