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 | $1,161 | $183,592-99.4% | $155,567-99.3% | $145,959-99.2% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 7.25% | 61.24%-54.0pp | 64.74%-57.5pp | 561.95%-554.7pp |
| Employer contribution / active EE | $358 | $5,315-93.3% | $4,674-92.3% | $4,661-92.3% |
| Participant deferral / active EE | $1,284 | $6,464-80.1% | $5,628-77.2% | $6,689-80.8% |
| Admin fee / account holder | $3,017 | $19,318-84.4% | $15,916-81.0% | $13,398-77.5% |