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 | $7,589 | $183,519-95.9% | $155,509-95.1% | $145,922-94.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 8.63% | 61.17%-52.5pp | 64.67%-56.0pp | 561.29%-552.7pp |
| Employer contribution / active EE | $494 | $5,313-90.7% | $4,672-89.4% | $4,660-89.4% |
| Participant deferral / active EE | $62 | $6,462-99.0% | $5,626-98.9% | $6,688-99.1% |
| Admin fee / account holder | $472 | $19,313-97.6% | $15,912-97.0% | $13,397-96.5% |