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 9-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 | $3,292 | $84,233-96.1% | $170,442-98.1% | $70,131-95.3% |
| Participation rate | 81.0% | 70.8%+10.2pp | 83.6%-2.6pp | 69.5%+11.5pp |
| Annual return | 7.88% | 23.06%-15.2pp | 205.93%-198.1pp | 73.14%-65.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $413 | $3,086-86.6% | $4,939-91.6% | $3,332-87.6% |
| Admin fee / account holder | $1,094 | $5,698-80.8% | $13,880-92.1% | $4,645-76.5% |