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 | $21,729 | $202,318-89.3% | $172,739-87.4% | $152,861-85.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.29% | 1029.65%-1027.4pp | 802.84%-800.5pp | 345.32%-343.0pp |
| Employer contribution / active EE | $856 | $5,856-85.4% | $5,143-83.3% | $4,762-82.0% |
| Participant deferral / active EE | $908 | $5,948-84.7% | $5,198-82.5% | $5,850-84.5% |
| Admin fee / account holder | $436,122 | $17,109+2449.1% | $13,954+3025.4% | $11,596+3660.8% |