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 10-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 | $4,615 | $53,822-91.4% | $75,696-93.9% | $85,850-94.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 10.10% | 24.54%-14.4pp | 104.53%-94.4pp | 318.53%-308.4pp |
| Employer contribution / active EE | $227 | $2,017-88.8% | $2,743-91.7% | $2,565-91.2% |
| Participant deferral / active EE | $55 | $2,895-98.1% | $3,821-98.6% | $3,952-98.6% |
| Admin fee / account holder | $1,917 | $3,343-42.6% | $3,619-47.0% | $6,260-69.4% |