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 | $11,513 | $183,963-93.7% | $162,163-92.9% | $152,861-92.5% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.4%-0.6pp |
| Annual return | 8.43% | 150.76%-142.3pp | 115.59%-107.2pp | 345.32%-336.9pp |
| Employer contribution / active EE | $345 | $6,371-94.6% | $5,614-93.9% | $4,762-92.8% |
| Participant deferral / active EE | $1,423 | $8,034-82.3% | $7,298-80.5% | $5,850-75.7% |
| Admin fee / account holder | $9,737 | $13,121-25.8% | $10,843-10.2% | $11,596-16.0% |