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 | $8,744 | $162,781-94.6% | $133,956-93.5% | $158,922-94.5% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 5.07% | 41.94%-36.9pp | 45.09%-40.0pp | 302.83%-297.8pp |
| Employer contribution / active EE | $748 | $4,975-85.0% | $3,919-80.9% | $4,761-84.3% |
| Participant deferral / active EE | $1,442 | $5,911-75.6% | $5,048-71.4% | $5,982-75.9% |
| Admin fee / account holder | $1,830 | $11,736-84.4% | $8,927-79.5% | $11,246-83.7% |