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 | $172,111-98.3% | $150,298-98.0% | $137,256-97.9% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 5.68% | 69.37%-63.7pp | 62.79%-57.1pp | 220.34%-214.7pp |
| Employer contribution / active EE | $318 | $4,636-93.1% | $4,154-92.4% | $4,156-92.4% |
| Participant deferral / active EE | $543 | $6,166-91.2% | $5,453-90.0% | $6,407-91.5% |
| Admin fee / account holder | $10,563 | $16,471-35.9% | $14,116-25.2% | $12,270-13.9% |