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 7-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 | $4,346 | $93,571-95.4% | $135,903-96.8% | $75,163-94.2% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 12.73% | 30.90%-18.2pp | 68.23%-55.5pp | 160.62%-147.9pp |
| Employer contribution / active EE | $505 | $3,537-85.7% | $4,856-89.6% | $2,670-81.1% |
| Participant deferral / active EE | $1,273 | $6,404-80.1% | $7,758-83.6% | $4,125-69.1% |
| Admin fee / account holder | $560 | $6,975-92.0% | $10,762-94.8% | $5,651-90.1% |