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 | $3,817 | $52,379-92.7% | $46,225-91.7% | $273,961-98.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 1.15% | 7.23%-6.1pp | 7.57%-6.4pp | 41.45%-40.3pp |
| Employer contribution / active EE | $419 | $4,226-90.1% | $3,424-87.8% | $4,869-91.4% |
| Participant deferral / active EE | $698 | $4,660-85.0% | $3,776-81.5% | $5,287-86.8% |
| Admin fee / account holder | $1,098 | $4,652-76.4% | $3,519-68.8% | $10,132-89.2% |