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 | $2,955 | $49,227-94.0% | $70,449-95.8% | $79,858-96.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.76% | 30.06%-25.3pp | 109.03%-104.3pp | 31.71%-27.0pp |
| Employer contribution / active EE | $48 | $2,099-97.7% | $2,737-98.2% | $2,471-98.0% |
| Participant deferral / active EE | $271 | $2,768-90.2% | $3,709-92.7% | $3,740-92.8% |
| Admin fee / account holder | $2,118 | $2,878-26.4% | $3,845-44.9% | $5,306-60.1% |