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 | $6,172 | $89,355-93.1% | $141,162-95.6% | $72,985-91.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.89% | 111.85%-111.0pp | 71.39%-70.5pp | 81.00%-80.1pp |
| Employer contribution / active EE | $498 | $3,114-84.0% | $4,735-89.5% | $2,440-79.6% |
| Participant deferral / active EE | $508 | $5,418-90.6% | $6,709-92.4% | $3,607-85.9% |
| Admin fee / account holder | $1,100 | $5,958-81.5% | $10,261-89.3% | $5,124-78.5% |