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 6-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 | $7,038 | $117,983-94.0% | $101,794-93.1% | $142,382-95.1% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 7.22% | 36.92%-29.7pp | 30.53%-23.3pp | 217.08%-209.9pp |
| Employer contribution / active EE | $9 | $2,773-99.7% | $2,289-99.6% | $4,299-99.8% |
| Participant deferral / active EE | $287 | $4,714-93.9% | $4,084-93.0% | $6,507-95.6% |
| Admin fee / account holder | $7,889 | $10,433-24.4% | $8,777-10.1% | $12,624-37.5% |