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 9-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 | $8,410 | $98,463-91.5% | $119,258-92.9% | $85,850-90.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 8.17% | 38.53%-30.4pp | 30.69%-22.5pp | 318.53%-310.4pp |
| Employer contribution / active EE | $350 | $3,698-90.5% | $4,384-92.0% | $2,565-86.4% |
| Participant deferral / active EE | $696 | $4,942-85.9% | $6,111-88.6% | $3,952-82.4% |
| Admin fee / account holder | $325 | $7,493-95.7% | $7,226-95.5% | $6,260-94.8% |