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 | $2,950 | $177,572-98.3% | $154,803-98.1% | $142,382-97.9% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 5.68% | 65.07%-59.4pp | 58.88%-53.2pp | 217.08%-211.4pp |
| Employer contribution / active EE | $318 | $4,810-93.4% | $4,305-92.6% | $4,299-92.6% |
| Participant deferral / active EE | $543 | $6,272-91.3% | $5,540-90.2% | $6,507-91.7% |
| Admin fee / account holder | $10,563 | $16,786-37.1% | $14,329-26.3% | $12,624-16.3% |