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 4-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 | $13,105 | $159,602-91.8% | $150,045-91.3% | $142,382-90.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 0.71% | 70.24%-69.5pp | 62.55%-61.8pp | 217.08%-216.4pp |
| Employer contribution / active EE | $355 | $4,961-92.8% | $4,693-92.4% | $4,299-91.7% |
| Participant deferral / active EE | $1,814 | $8,310-78.2% | $7,997-77.3% | $6,507-72.1% |
| Admin fee / account holder | $1,673 | $14,846-88.7% | $13,435-87.5% | $12,624-86.7% |