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 | $8,750 | $95,416-90.8% | $185,823-95.3% | $85,850-89.8% |
| Participation rate | 71.9% | 68.8%+3.2pp | 81.7%-9.8pp | 69.3%+2.6pp |
| Annual return | 9.25% | 23.59%-14.3pp | 122.05%-112.8pp | 318.53%-309.3pp |
| Employer contribution / active EE | $202 | $3,314-93.9% | $5,167-96.1% | $2,565-92.1% |
| Participant deferral / active EE | $544 | $3,423-84.1% | $5,568-90.2% | $3,952-86.2% |
| Admin fee / account holder | $520 | $7,213-92.8% | $16,237-96.8% | $6,260-91.7% |