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 | $112,729-93.8% | $98,716-92.9% | $137,256-94.9% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.3%+24.5pp | 80.0%+13.8pp |
| Annual return | 7.22% | 38.48%-31.3pp | 31.81%-24.6pp | 220.34%-213.1pp |
| Employer contribution / active EE | $9 | $2,725-99.7% | $2,279-99.6% | $4,156-99.8% |
| Participant deferral / active EE | $287 | $4,640-93.8% | $4,048-92.9% | $6,407-95.5% |
| Admin fee / account holder | $7,889 | $10,129-22.1% | $8,703-9.4% | $12,270-35.7% |