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 | $6,318 | $201,259-96.9% | $184,200-96.6% | $145,959-95.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -0.70% | 28.98%-29.7pp | 28.80%-29.5pp | 561.95%-562.6pp |
| Employer contribution / active EE | $302 | $7,018-95.7% | $6,424-95.3% | $4,661-93.5% |
| Participant deferral / active EE | $332 | $9,806-96.6% | $9,132-96.4% | $6,689-95.0% |
| Admin fee / account holder | $976 | $16,372-94.0% | $13,907-93.0% | $13,398-92.7% |