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 5-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 | $9,119 | $144,119-93.7% | $117,854-92.3% | $147,584-93.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 8.45% | 531.15%-522.7pp | 335.08%-326.6pp | 578.55%-570.1pp |
| Employer contribution / active EE | $362 | $4,896-92.6% | $3,786-90.4% | $4,876-92.6% |
| Participant deferral / active EE | $420 | $5,316-92.1% | $4,482-90.6% | $5,439-92.3% |
| Admin fee / account holder | $24,894 | $10,886+128.7% | $8,020+210.4% | $10,885+128.7% |