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 | $8,029 | $112,729-92.9% | $98,716-91.9% | $137,256-94.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 3.68% | 38.48%-34.8pp | 31.81%-28.1pp | 220.34%-216.7pp |
| Employer contribution / active EE | $401 | $2,725-85.3% | $2,279-82.4% | $4,156-90.4% |
| Participant deferral / active EE | $477 | $4,640-89.7% | $4,048-88.2% | $6,407-92.6% |
| Admin fee / account holder | $2,445 | $10,129-75.9% | $8,703-71.9% | $12,270-80.1% |