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 4-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 | $2,058 | $183,592-98.9% | $155,567-98.7% | $145,959-98.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 5.13% | 61.24%-56.1pp | 64.74%-59.6pp | 561.95%-556.8pp |
| Employer contribution / active EE | $721 | $5,315-86.4% | $4,674-84.6% | $4,661-84.5% |
| Participant deferral / active EE | $476 | $6,464-92.6% | $5,628-91.5% | $6,689-92.9% |
| Admin fee / account holder | $336 | $19,318-98.3% | $15,916-97.9% | $13,398-97.5% |