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 | $765 | $96,635-99.2% | $86,612-99.1% | $139,434-99.5% |
| Participation rate | 92.9% | 74.4%+18.5pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | 4.71% | 106.41%-101.7pp | 591.07%-586.4pp | 372.94%-368.2pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $736 | $4,836-84.8% | $4,438-83.4% | $6,710-89.0% |
| Admin fee / account holder | $320 | $6,408-95.0% | $5,614-94.3% | $11,403-97.2% |