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 | $3,897 | $202,318-98.1% | $172,739-97.7% | $152,861-97.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 3.69% | 1029.65%-1026.0pp | 802.84%-799.2pp | 345.32%-341.6pp |
| Employer contribution / active EE | $240 | $5,856-95.9% | $5,143-95.3% | $4,762-95.0% |
| Participant deferral / active EE | $1,017 | $5,948-82.9% | $5,198-80.4% | $5,850-82.6% |
| Admin fee / account holder | $1,459 | $17,109-91.5% | $13,954-89.5% | $11,596-87.4% |