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 5-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 | $2,834 | $100,773-97.2% | $88,946-96.8% | $142,382-98.0% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 10.80% | 70.18%-59.4pp | 57.82%-47.0pp | 217.08%-206.3pp |
| Employer contribution / active EE | $75 | $2,918-97.4% | $2,555-97.1% | $4,299-98.3% |
| Participant deferral / active EE | $290 | $5,230-94.5% | $4,581-93.7% | $6,507-95.5% |
| Admin fee / account holder | $1,375 | $9,693-85.8% | $8,261-83.4% | $12,624-89.1% |