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 | $4,865 | $201,272-97.6% | $184,203-97.4% | $145,922-96.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.33% | 29.00%-26.7pp | 28.81%-26.5pp | 561.29%-559.0pp |
| Employer contribution / active EE | $16 | $7,022-99.8% | $6,427-99.8% | $4,660-99.7% |
| Participant deferral / active EE | $1,609 | $9,806-83.6% | $9,131-82.4% | $6,688-75.9% |
| Admin fee / account holder | $5,725 | $16,364-65.0% | $13,901-58.8% | $13,397-57.3% |