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 7-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 | $6,180 | $159,901-96.1% | $146,958-95.8% | $145,922-95.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.76% | 98.13%-90.4pp | 418.34%-410.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $682 | $5,286-87.1% | $4,933-86.2% | $4,660-85.4% |
| Participant deferral / active EE | $726 | $8,428-91.4% | $8,070-91.0% | $6,688-89.1% |
| Admin fee / account holder | $304 | $15,044-98.0% | $12,998-97.7% | $13,397-97.7% |