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 | $6,805 | $45,035-84.9% | $62,995-89.2% | $70,131-90.3% |
| Participation rate | 98.2% | 69.5%+28.7pp | 74.8%+23.4pp | 69.5%+28.7pp |
| Annual return | 7.52% | 18.76%-11.2pp | 87.57%-80.1pp | 73.14%-65.6pp |
| Employer contribution / active EE | $91 | $2,051-95.5% | $2,759-96.7% | $2,342-96.1% |
| Participant deferral / active EE | $319 | $2,465-87.0% | $3,329-90.4% | $3,332-90.4% |
| Admin fee / account holder | $810 | $2,834-71.4% | $3,600-77.5% | $4,645-82.6% |