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 | $14,104 | $159,602-91.2% | $150,045-90.6% | $142,382-90.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.56% | 70.24%-65.7pp | 62.55%-58.0pp | 217.08%-212.5pp |
| Employer contribution / active EE | $31 | $4,961-99.4% | $4,693-99.4% | $4,299-99.3% |
| Participant deferral / active EE | $151 | $8,310-98.2% | $7,997-98.1% | $6,507-97.7% |
| Admin fee / account holder | $4,717 | $14,846-68.2% | $13,435-64.9% | $12,624-62.6% |