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 4-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 | $993 | $94,338-98.9% | $100,534-99.0% | $142,382-99.3% |
| Participation rate | 88.2% | 81.7%+6.5pp | 80.6%+7.6pp | 80.1%+8.1pp |
| Annual return | 6.51% | 29.20%-22.7pp | 32.66%-26.2pp | 217.08%-210.6pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,414 | $5,934-76.2% | $6,144-77.0% | $6,507-78.3% |
| Admin fee / account holder | $422 | $8,421-95.0% | $7,654-94.5% | $12,624-96.7% |