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 | $2,751 | $48,230-94.3% | $67,502-95.9% | $80,856-96.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 4.22% | 18.28%-14.1pp | 3512.12%-3507.9pp | 35.59%-31.4pp |
| Employer contribution / active EE | $74 | $2,020-96.3% | $2,731-97.3% | $2,755-97.3% |
| Participant deferral / active EE | $492 | $2,924-83.2% | $4,000-87.7% | $4,296-88.5% |
| Admin fee / account holder | $615 | $3,681-83.3% | $3,998-84.6% | $6,918-91.1% |