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 | $4,730 | $96,635-95.1% | $86,612-94.5% | $139,434-96.6% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 4.49% | 106.41%-101.9pp | 591.07%-586.6pp | 372.94%-368.5pp |
| Employer contribution / active EE | $152 | $3,263-95.3% | $3,022-95.0% | $4,751-96.8% |
| Participant deferral / active EE | $88 | $4,836-98.2% | $4,438-98.0% | $6,710-98.7% |
| Admin fee / account holder | $563 | $6,408-91.2% | $5,614-90.0% | $11,403-95.1% |