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 8-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 | $3,458 | $183,963-98.1% | $162,163-97.9% | $152,861-97.7% |
| Participation rate | 79.2% | 88.5%-9.3pp | 87.6%-8.4pp | 82.4%-3.3pp |
| Annual return | 12.14% | 150.76%-138.6pp | 115.59%-103.5pp | 345.32%-333.2pp |
| Employer contribution / active EE | $886 | $6,371-86.1% | $5,614-84.2% | $4,762-81.4% |
| Participant deferral / active EE | $967 | $8,034-88.0% | $7,298-86.7% | $5,850-83.5% |
| Admin fee / account holder | $580 | $13,121-95.6% | $10,843-94.7% | $11,596-95.0% |