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 | $3,281 | $65,696-95.0% | $56,429-94.2% | $147,584-97.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 0.99% | 13.32%-12.3pp | 19.04%-18.0pp | 578.55%-577.6pp |
| Employer contribution / active EE | $367 | $4,121-91.1% | $3,405-89.2% | $4,876-92.5% |
| Participant deferral / active EE | $648 | $4,876-86.7% | $3,951-83.6% | $5,439-88.1% |
| Admin fee / account holder | $1,366 | $5,947-77.0% | $4,466-69.4% | $10,885-87.5% |