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 | $11,165 | $209,411-94.7% | $178,490-93.7% | $158,922-93.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.76% | 188.75%-190.5pp | 151.07%-152.8pp | 302.83%-304.6pp |
| Employer contribution / active EE | $1,140 | $5,706-80.0% | $5,011-77.2% | $4,761-76.1% |
| Participant deferral / active EE | $1,270 | $5,954-78.7% | $5,202-75.6% | $5,982-78.8% |
| Admin fee / account holder | $9,461 | $17,074-44.6% | $13,984-32.3% | $11,246-15.9% |