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 | $6,946 | $98,240-92.9% | $82,313-91.6% | $147,584-95.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.58% | 30.85%-25.3pp | 25.88%-20.3pp | 578.55%-573.0pp |
| Employer contribution / active EE | $148 | $3,192-95.4% | $2,428-93.9% | $4,876-97.0% |
| Participant deferral / active EE | $796 | $4,383-81.8% | $3,706-78.5% | $5,439-85.4% |
| Admin fee / account holder | $3,649 | $8,563-57.4% | $5,608-34.9% | $10,885-66.5% |