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 | $508 | $124,425-99.6% | $112,040-99.5% | $137,256-99.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 1.26% | 24.72%-23.5pp | 24.52%-23.3pp | 220.34%-219.1pp |
| Employer contribution / active EE | $278 | $3,411-91.9% | $2,954-90.6% | $4,156-93.3% |
| Participant deferral / active EE | $502 | $5,718-91.2% | $5,098-90.1% | $6,407-92.2% |
| Admin fee / account holder | $659 | $15,207-95.7% | $12,098-94.6% | $12,270-94.6% |