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 | $5,210 | $100,041-94.8% | $149,718-96.5% | $70,131-92.6% |
| Participation rate | 91.9% | 83.6%+8.3pp | 87.1%+4.8pp | 69.5%+22.4pp |
| Annual return | 8.19% | 27.43%-19.2pp | 1501.63%-1493.4pp | 73.14%-65.0pp |
| Employer contribution / active EE | $328 | $3,662-91.0% | $5,445-94.0% | $2,342-86.0% |
| Participant deferral / active EE | $1,455 | $4,983-70.8% | $6,569-77.8% | $3,332-56.3% |
| Admin fee / account holder | $1,027 | $8,286-87.6% | $11,283-90.9% | $4,645-77.9% |