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 9-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 | $3,687 | $183,963-98.0% | $162,163-97.7% | $152,861-97.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 9.59% | 150.76%-141.2pp | 115.59%-106.0pp | 345.32%-335.7pp |
| Employer contribution / active EE | $405 | $6,371-93.6% | $5,614-92.8% | $4,762-91.5% |
| Participant deferral / active EE | $1,928 | $8,034-76.0% | $7,298-73.6% | $5,850-67.0% |
| Admin fee / account holder | $2,237 | $13,121-82.9% | $10,843-79.4% | $11,596-80.7% |