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 3-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 | $7,916 | $165,984-95.2% | $164,813-95.2% | $145,922-94.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 2.69% | 100.03%-97.3pp | 69.93%-67.2pp | 561.29%-558.6pp |
| Employer contribution / active EE | $1,029 | $5,273-80.5% | $4,341-76.3% | $4,660-77.9% |
| Participant deferral / active EE | $1,129 | $6,959-83.8% | $6,031-81.3% | $6,688-83.1% |
| Admin fee / account holder | $7,793 | $16,648-53.2% | $12,690-38.6% | $13,397-41.8% |