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 | $1,656 | $101,724-98.4% | $164,813-99.0% | $80,856-98.0% |
| Participation rate | 73.6% | 71.8%+1.8pp | 78.6%-5.0pp | 67.6%+5.9pp |
| Annual return | 9.90% | 16.72%-6.8pp | 69.93%-60.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,044 | $4,477-76.7% | $6,031-82.7% | $4,296-75.7% |
| Admin fee / account holder | $385 | $8,227-95.3% | $12,690-97.0% | $6,918-94.4% |