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 | $1,702 | $159,602-98.9% | $150,045-98.9% | $142,382-98.8% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 8.42% | 70.24%-61.8pp | 62.55%-54.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $435 | $4,961-91.2% | $4,693-90.7% | $4,299-89.9% |
| Participant deferral / active EE | $617 | $8,310-92.6% | $7,997-92.3% | $6,507-90.5% |
| Admin fee / account holder | $877 | $14,846-94.1% | $13,435-93.5% | $12,624-93.1% |