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 8-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 | $5,454 | $94,752-94.2% | $112,887-95.2% | $139,434-96.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.89% | 40.88%-29.0pp | 34.10%-22.2pp | 372.94%-361.0pp |
| Employer contribution / active EE | $275 | $4,625-94.1% | $4,563-94.0% | $4,751-94.2% |
| Participant deferral / active EE | $275 | $6,512-95.8% | $6,513-95.8% | $6,710-95.9% |
| Admin fee / account holder | $1,488 | $8,527-82.6% | $7,047-78.9% | $11,403-87.0% |