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 | $5,993 | $159,602-96.2% | $150,045-96.0% | $142,382-95.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 10.92% | 70.24%-59.3pp | 62.55%-51.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $737 | $4,961-85.2% | $4,693-84.3% | $4,299-82.9% |
| Participant deferral / active EE | $1,099 | $8,310-86.8% | $7,997-86.3% | $6,507-83.1% |
| Admin fee / account holder | $3,579 | $14,846-75.9% | $13,435-73.4% | $12,624-71.6% |