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 6-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 | $1,687 | $105,181-98.4% | $159,436-98.9% | $85,850-98.0% |
| Participation rate | 82.9% | 75.8%+7.2pp | 82.8%+0.1pp | 69.3%+13.6pp |
| Annual return | 11.98% | 45.07%-33.1pp | 263.57%-251.6pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,468 | $5,945-75.3% | $7,352-80.0% | $3,952-62.9% |
| Admin fee / account holder | $676 | $6,933-90.3% | $10,799-93.7% | $6,260-89.2% |