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 | $6,604 | $77,314-91.5% | $177,989-96.3% | $80,856-91.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 0.67% | 18.09%-17.4pp | 294.48%-293.8pp | 35.59%-34.9pp |
| Employer contribution / active EE | $324 | $2,292-85.8% | $3,949-91.8% | $2,755-88.2% |
| Participant deferral / active EE | $874 | $4,411-80.2% | $6,276-86.1% | $4,296-79.6% |
| Admin fee / account holder | $17,903 | $7,191+149.0% | $10,363+72.8% | $6,918+158.8% |