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 | $427 | $175,202-99.8% | $149,673-99.7% | $139,434-99.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 8.70% | 166.71%-158.0pp | 134.42%-125.7pp | 372.94%-364.2pp |
| Employer contribution / active EE | $133 | $5,474-97.6% | $4,818-97.2% | $4,751-97.2% |
| Participant deferral / active EE | $251 | $6,519-96.2% | $5,680-95.6% | $6,710-96.3% |
| Admin fee / account holder | $2,609 | $16,150-83.8% | $13,210-80.3% | $11,403-77.1% |