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 | $1,275 | $111,754-98.9% | $103,333-98.8% | $145,922-99.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.76% | 24.77%-17.0pp | 24.88%-17.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $697 | $4,212-83.5% | $3,868-82.0% | $4,660-85.0% |
| Participant deferral / active EE | $740 | $5,619-86.8% | $5,057-85.4% | $6,688-88.9% |
| Admin fee / account holder | $2,467 | $9,750-74.7% | $8,355-70.5% | $13,397-81.6% |